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Centrepoint Alliance acquires $1bn Qld advice firm

Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth. ....

John Shuttleworth , National Australia Bank , Centrepoint Alliance , Alliance Wealth , Financial Advice Matters , National Australia ,

Q3 sees second-lowest adviser exits since 2018

There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarterly report. ....

Financial Services Group Australia , Nextgen Financial Group , Lonsdale Financial Group , Financial Services , Alliance Wealth , Adviser Rating Musical Chairs , Financial Planning , Count Financial , Gen Financial Group , Bridges Financial Services ,

Centrepoint Alliance acquires Financial Advice Matters

Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). ....

Darren Smith , John Shuttleworth , National Australia Bank , Centrepoint Alliance , Alliance Wealth , Financial Advice Matters Group , National Australia ,

Adviser numbers steady, but shortfall predicted

With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. ....

Alliance Wealth , Rainmaker Information , Investment Trend , Business Model Report ,