Centrepoint Alliance

On Practice

Suncorp advisers face April deadline for ‘big decisions’ on new licensing options

Around 170 advisers will spend Christmas mulling their future after Suncorp Life’s shock decision to launch a six-month transition out of its self-employed, aligned adviser networks, Guardian Advice and Suncorp Financial Planning. The advisers are believed to be surprised at the decision which gives them until mid-next year to find an alternative future. The company […]
On Practice

Dealer group expansion underpins an ambitious growth plan for Linchpin

Linchpin Capital, comprising a financial planning dealer group, multi-sector institutional investment management firm and research house, is embarking on an ambitious growth plan, according to executive director Paul Nielsen. The firm’s financial services division, The Financial Link Group (TFLG), currently owns Australian Financial Services licensees Beacon Group and Risk and Investment Advisors Australia (RIAA), which […]
Compliance

Does a managed account really produce a better outcome for clients?

While originally marketed to high-net-worth clients in the mid 90s, ‘managed accounts’ are gradually becoming one of the most talked-about financial products in Australia. Professional portfolio management, customisation, tax efficiency and direct/beneficial ownership are some of the features promoted by managed account providers. But can managed accounts really leave clients in a better position? Under […]
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