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Showing 171 - 180 of 244 results for "Clearview"

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.

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
... priced Nutraceutical - Ananda Hemp. Ecofibre is planning a 2018 Australian sharemarket listing," Lambert said. Former ClearView chair Raymond Kellerman, who joined Countplus' board as a director in January, has taken up the position as non-executive ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... 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 ...

ClearView slams APL standard

KARREN VERGARA  |  TUESDAY, 18 APR 2017
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 hire aligns growth plan

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
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 ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... 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 partners for platform overhaul

ALEX BURKE  |  TUESDAY, 20 DEC 2016
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 ...

Global equities fund becomes 'Recommended'

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
... 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.

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
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 updates LifeSolutions suite, increases premiums

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
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 ...