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Showing 11 - 20 of 40 results for "Insurance and wealth"

ClearView breached anti-hawking law 300k times

KARREN VERGARA  |  MONDAY, 10 SEP 2018
... customer list supplied by Bupa (ClearView is the result of the 2010 acquisition of Bupa Australia's life insurance and wealth management businesses by MMC Contrarian). Additional phone calls were made by ClearView using customer contact information ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... development manager Michael Fox to the role, charged with building support in the states for the group's life insurance and wealth management solutions. Fox joined ClearView in mid-2017 from BT Financial Group and replaces Kathryn Williamson who was ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
... focused on expanding our presence in the IFA market and continuing to grow our market share in both life insurance and wealth management. The business continues to grow rapidly, making it critical to have an experienced and dedicated person to focus ...

KPMG names insurance and wealth lead

KARREN VERGARA  |  TUESDAY, 23 JAN 2018
KPMG Australia appointed a former AXA executive to lead its specialist insurance and wealth management division. Sydney-based Tim Thomas is the lead partner of the insurance and wealth strategy advisory practice, which sits within KPMG's global strategy ...

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
One may think the continuing trend of banks offloading their insurance and wealth management businesses signals the end of the bancassurance model but there is life in it yet, according to IOOF's Renato Mota. In a recent blog post Mota said the traditional ...

Wealth, insurance arms hit banks' earnings

KARREN VERGARA  |  TUESDAY, 7 NOV 2017
... reports from EY and KPMG have found. A KPMG analysis of the major Australian banks' performance shows the insurance and wealth management arms collectively earned $10 billion in non-interest income, down 29.7% on the prior year. Funds under advice and ...

ClearView hire aligns growth plan

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
... Financial Group senior manager Jeffery Scott as head of product. Scott will drive the development of life insurance and wealth management solutions for financial advisers, and oversee the delivery of a new online quote and application engine. Former ...

Industry backs mental health education campaign PROP

MICHELLE BALTAZAR  |  FRIDAY, 4 NOV 2016
... Anything plus guest speakers. To date, more than 200 financial services professionals across superannuation, insurance and wealth management have confirmed their attendance. Tickets cost $60, which includes a $40 tax-deductible donation to Lifeline (You ...

ClearView earnings reflect business growth

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2016
... phase. ClearView remains well positioned for robust growth over the medium to long term by virtue of our Life Insurance and Wealth Management business units that offer complementary products and services over the economic cycle." ClearView credited the ...

EQT appoints non-executive director

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... Committee of the Melbourne Symphony Orchestra. Previously he was managing director of Accenture's Asia Pacific insurance and wealth business, with clients including AXA Group, AMP, Prudential Asia, Allianz China, Australian Super and QBE Group. Company ...