Former CFS exec joins Centrepoint Alliance board
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board.
Source: moneymanagement.com.au
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Centrepoint Alliance targets self-licensed advisers with Adviser Cloud
Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio administration service.
Source: moneymanagement.com.au
The Morning Briefing: Charles Stanley new hires and women in finance
Good morning and welcome to your Morning Briefing for Thursday 10 August 2023. To get this in your inbox every morning click here. Charles Stanley new hires Charles Stanley has come to an agreement with Brown Shipley to add its court of protection (Cop) team to its existing team. This will add further scale to its
Source: moneymarketing.co.uk
Platforms partner to deliver data 'seamlessly' to advisers
Adviser-focused platforms Novia Financial and Wealthtime have partnered with Finio to integrate with Intelliflo.
Source: professionaladviser.com
CashCalc launches integration with Wealthcraft
CashCalc, part of FE fundinfo, and Wealthcraft have launched a full two-way integration to help advisers by reducing the need to manually key client information between both of their accounts.
Source: professionaladviser.com