Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Management that it aims to “be stable in a sea of turmoil”.
The financial advice profession has seen double-digit adviser losses over the past week, including six advisers who departed Australia’s largest advice licensee.
Risk management and compliance system Fourth Line has partnered with insurance broker Numerisk to launch a new PI insurance solution for financial advice practices.
Regal Partners has grown funds under management to $12.2 billion and flagged it may consider smaller bolt-on acquisitions, having withdrawn a bid last year for Pacific Current Group.
In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research help it maintain a long-term investing mindset.
