Search Results | Showing 1 - 10 of 110 results for %22Clearview Wealth%22 |
| | ClearView said it believes there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. ... |
| | | ... premium client and adviser servicing model. Other previous positions include head of wealth management products at ClearView Wealth and an operations manager at IOOF. |
| | | ... from the insurer, using a combination of cash and debt to fund the acquisition. This equates to 19.9% of the business. ClearView said it obtained a 24.5% holding in Centrepoint in November 2021 as part of the arrangement for selling its financial advice ... |
| | | ... advisers so that consumers receive appropriate advice that is relevant to them," she said. CALI board member and Clearview Wealth managing director Nadine Gooderick added: "Risk specialists have an important role in the life insurance ecosystem, so it ... |
| | | ... AMIST's product is now known as its Shares option, while ART has already said it will close this option next year. Three ClearView Retirement Plan options were also failed, along with five products from OneSuper. Insignia also featured again here ... |
| | | ClearView's decision to target the life insurance market solely is paying off as it grows its in-force premiums during the 2023 financial year and new business pours in. ClearView's new business sales was driven solely by its ClearChoice products suite ... |
| | | ... head of the table, Alan Fisher is stepping down as chair of Centrepoint Alliance. He will be replaced by former ClearView Wealth chief executive Simon Swanson, effective immediately. It comes as the group receives indicative approval from NAB for a debt ... |
| | | ... services. Most recently, she was the co-founder of Human Financial, an investment management firm. In February, Clearview Wealth sold its managed investment business to Human Financial for a 40% stake in the company. She's also served as chief operating ... |
| | | ... the retail sector has a significant proportion of member accounts in the pension phase. Challenger, Fiducian, Clearview Wealth, Macquarie, Perpetual, Netwealth, HUB24, and CFS lead the way with the highest proportion of pension phase member accounts. ... |
| | | The wealth manager has unveiled a variety of enhancements to its flagship life insurance product range, ClearView ClearChoice. Among the changes, ClearView is simplifying product names across the income protection (IP) range to increase clarity for ... |
|