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Showing 161 - 170 of 243 results for "ClearView"

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
ClearView has stopped selling life insurance direct to consumers and will refund $1.5 million to thousands of customers as a result of poor sales practices. An ASIC review found ClearView staff used unfair and high pressure sales tactics when selling ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
ClearView is rolling out a series of enhancements to its life insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... industry-wide rating their primary life insurer as 'good' or 'very good', however this is down from 94% year-on-year. ClearView received the award for overall satisfaction for the first time in the report's nine-year history, with BT Life and AIA Australia ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... South Wales, Victoria and Tasmania. He previously held general manager positions at Bridgeport Financial Services and ClearView. Cogle will be joined by Jason McArthur, who previously was a business consultant and has been promoted to management consultant ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
ClearView appointed a chief underwriter in an effort to strengthen its partnerships with independent financial advisers. Warren Page will be responsible for leading ClearView's national underwriting team and partnering with the group's reinsurer to ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
ClearView leveraged its life insurance business and financial adviser relationships to expand its wealth management division in FY17, recording a 17% increase in funds under management. The wealth division now has $2.5 billion FUM with double-digit ...

IRESS eyes future earning potential following reduced profit

EMMA RAPAPORT  |  FRIDAY, 18 AUG 2017
... Over the last year, Financial Standard has reported on a number of IRESS' acquisitions and partnerships, including with ClearView, Financial Synergy, the National Stock Exchange, Acorn Capital, UK wealth management firm Tilney Bestinvest, Colonial First ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... IRESS product to lead an objectives-based and scaled financial advice solution. Diversified financial services group ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. XPLAN Prime allows financial advisers to deliver ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... innovation around advice delivery," Shaw said. MoneySoft's partnership with Fortnum follows similar arrangements with Clearview, RI Advice, Millennium3, Link Group and Mortgage Choice.