Search Results | Showing 151 - 160 of 222 results for "ClearView" |
| | ... advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework (LIF) and the proliferation of automated ... |
| | | Listed financial advice firm ClearView criticised the Financial Services Council's life insurance approved product list draft standard as superficial and ineffectual, saying it will only allow sub-par practices to continue. ClearView managing director ... |
| | | ClearView Wealth is positioning itself for continued growth in 2017 with the appointment of former BT Financial Group senior manager Jeffery Scott as head of product. Scott will drive the development of life insurance and wealth management solutions ... |
| | | ... on the boards of Goodman Funds Management, Foundation Life and Ryder Capital. He is the former independent chair of ClearView Wealth and Credit Suisse Asset Management. After working at a corporate advisory firm specialising in equity and debt funding ... |
| | | ClearView partnered to overhaul its legacy general ledger platform and replace it with a cloud-based solution that provides real-time data for clients. With the help of KPMG, ClearView replaced its legacy software, and seven years of data, with Oracle ... |
| | | ... to MLC Wrap and Navigator, and is also available through a number of other key platforms: AMP North, Asgard, BT Wrap, Clearview, Colonial FirstWrap, HUB24, Macquarie Wrap and netwealth. |
| | | A Japanese life insurance company has acquired a strategic stake in ClearView Wealth and has announced a collaboration partnership between the two companies. Sony Life Insurance (Sony Life) has agreed with Crescent Capital Partners to acquire a 14.9% ... |
| | | ClearView has made a number of changes to its LifeSolutions product suite and increased income protection premiums, effective as of 21 October 2016. The changes include product upgrades, simplification of overall premium rating structure and increases ... |
| | | ... past 14 years, having previously worked for 12 years as a client services officer and authorised representative for Clearview Financial Advice. Energy Super chief executives Robyn Petrou said the appointment would allow the fund to better service and ... |
| | | ClearView has reported a surge in earnings during its transition from the "build phase to growth phase". The wealth management firm delivered a 33% increase in underlying net profit - up to $27.2 million - and 35% rise in total operating earnings, achieving ... |
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