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Showing 201 - 210 of 244 results for "ClearView"

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... payments in the FSI and Trowbridge reports could drive independent advisers completely out of business, according to ClearView's FSI submission. The submission suggested that mandating level commission payments and capping initial advice payments would ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and Spring Financial bought Pink Diamond Financial Group and Moneytree Partners Group. ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
ClearView reported having 216 financial advisers under its license, following the merger with Matrix Planning Solutions in October. ClearView's net profit after tax was $9.9 million for the six months to December 2014, which represents a 9% growth from ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
ClearView Wealth Limited has petitioned Life Insurance and Advice Working Group (LIAWG) chairman John Trowbridge to fix numerous conflicts of interest within the industry. The key recommendations in ClearView's statement were indicating that narrow ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
... general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial planning businesses including experience ...

Life company profits flat

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
... Macquarie Life's net profit ($26 million) and revenue ($239 million) were almost identical to the last annual figures. ClearView Life saw a modest pick-up in profits, while TAL saw a modest drop. APRA did not provide new figures for AMP and MLC, which ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
ClearView Wealth Limited has appointed Todd Kardash as chief executive of the combined dealer group, following the merger with Matrix Planning Solutions. Kardash has led both the dealer group and distribution businesses of ClearView since January 2013. ...

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
ClearView Wealth has received 100% approval from Matrix shareholders for its acquisition of the planning group. All conditions of the offer had been met or waived and the offer closes successfully today. ClearView managing director Simon Swanson said ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
ClearView Wealth Limited has launched a new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
ClearView's bid to acquire all of the shares in Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. ClearView and Matrix entered into a merger implementation deed last ...