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Showing 91 - 100 of 243 results for "ClearView"

TAL group life lead in new role

JAMIE WILLIAMSON | WEDNESDAY, 9 DEC 2020

... General Reinsurance. He replaces Gerard Kerr, who transitioned to the role on an interim basis shortly before joining ClearView as general manager - life insurance in October. The role was newly created at the time of Kerr's transition as part of ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD | WEDNESDAY, 2 DEC 2020

ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

ClearView streamlines underwriting

KARREN VERGARA | WEDNESDAY, 25 NOV 2020

ClearView Wealth has adopted Munich Re's digital platform to streamline the underwriting process and manage compliance obligations. ALLFINANZ Cloud, which was launched by Munich Re in 2019, will provide the cloud-based underwriting rules engine to speed ...

RC recommendations closer to legislation

KARREN VERGARA | FRIDAY, 13 NOV 2020

... telephone call or any form of "real-time interaction in the nature of a discussion or conversation". Case studies such as ClearView from the Royal Commission found that the existing anti-hawking provisions do not effectively protect consumers from harm ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR | THURSDAY, 12 NOV 2020

In an update ahead of its annual general meeting, ClearView hinted at the future of its developing partnership with HUB24. Through the partnership, ClearView offers advisers and customers an investment administration wrap platform facilitated by HUB24. ...

ClearView adds to leadership team

JAMIE WILLIAMSON | TUESDAY, 27 OCT 2020

... changes to its leadership team, including a fresh life insurance lead and new general manager of wealth management. ClearView has today announced a series of key management changes as part of its realignment strategy, namely the appointment of Gerard ...

ClearView seeks to raise at least $40m

ELIZA BAVIN | WEDNESDAY, 21 OCT 2020

ClearView Wealth has announced the launch of a new subordinated notes issue to wholesale investors seeking to raise between $40-75 million. Clearview Wealth said the proceeds of the raise will be used for general corporate and capital management purposes. ...

Financial advice more important than ever: HUB24

ELIZA BAVIN | TUESDAY, 13 OCT 2020

... collaboration with Aberdeen Standard is on track to be delivered during Q2 2021. Additionally, it said delivery for the ClearView Wealth program is progressing well with the transition of the ClearView LifeSolutions insurance product to the HUB24 super ...

ClearView pushes ahead with SFT

KARREN VERGARA | FRIDAY, 9 OCT 2020

... successor fund transfer of its risk-only superannuation products to HUB24, which is scheduled to take effect on October 31. ClearView will move its clients from its LifeSolutions Super and Super Rollover products to the HUB24 Super Fund, ceasing to be ...

Group risk inflows fall 15%

ALLY SELBY | MONDAY, 28 SEP 2020

... 19.5%. Meantime, inflows into the lump sum sub-market fell 0.7% during the year, with mixed results at a company level. ClearView (3.9%), Zurich Group (2.4%), MLC (1.7%) and TAL (1.5%) all reported positive increases in inflows during the year, while ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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