Centrepoint Alliance targets self-licensed advisers with Adviser Cloud; Over 100 new advice licensees commenced this year

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.

Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alone.

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The super trustee has received three infringement notices for allegedly misleading statements on its social media regarding the performance of one of its investment options.

More than 30 winners were crowned at this year’s Women in Finance Awards, including eight from the broking industry.

Challenger has welcomed two new non-executive directors to its board as well as a strategic partnership with Apollo Global Management.

The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a newly created role.

While more suited to a specific cohort of investors, alternatives are continuing to see a marked rise this year as an advantageous diversifier generating resilient returns, including through unique real asset propositions like marinas and dairy farms.