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Showing 31 - 40 of 69 results for "Simon Swanson"

ClearView FUA hits $8bn

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... half started to convert its strategic positioning into material earnings growth," said ClearView managing director Simon Swanson. "ClearView is implementing a high growth strategy with the goal of attaining 5% of the life insurance profit pool, building ...

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... requesting that they undertake this review." In his response to the announcement, ClearView Wealth managing director Simon Swanson described his company as "broadly supportive" of the reforms, but reiterated the need for the new "industry standard" for ...

ClearView life insurance drives $20m profit

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... organisation such as ClearView as reflected by the performance of our business," said ClearView managing director Simon Swanson. He added, "FY15 included the successful merger and integration of Matrix, the upgrade to our LifeSolutions product range ...

AFA tweaking life insurance framework

ALEX BURKE  |  TUESDAY, 21 JUL 2015
... more work needs to be done to strengthen the "details" of the framework. This reflects ClearView managing director Simon Swanson's comments to Financial Standard following the framework's release, when he said: "Directionally the whole thing is okay ...

Risk reforms ignore key adviser concerns

ALEX BURKE  |  THURSDAY, 25 JUN 2015
... product design so far, all of which (except two) are at various stages of implementation. ClearView managing director Simon Swanson was also pleased that the new industry reform package wasn't so heavily driven towards promoting fee-for-service models. ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... allowance and ongoing commission. In fact, they are both well wide of the mark," said Clearview Wealth managing director Simon Swanson. "Any remuneration design should support quality advice. While it should discourage over-selling and churning, it must ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
... the upgrade to our LifeSolutions product range and the launch of WealthFoundations," ClearView managing director Simon Swanson said. The investment required to support the group's growth strategy had an adverse $1.6 million underlying net profit after ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... confidence that their adviser is genuinely meeting their best interest obligations," ClearView managing director Simon Swanson said. "Shelf space fees are inequitable in the financial services industry and we believe they should be banned. A number of ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... led both the dealer group and distribution businesses of ClearView since January 2013. Clearview managing director Simon Swanson said: "With regulatory changes affecting our industry, I am delighted that Todd will be leading our efforts to ensure effective ...

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
... conditions of the offer had been met or waived and the offer closes successfully today. ClearView managing director Simon Swanson said: "We are delighted that all Matrix shareholders, including all adviser-shareholders, were so supportive, and accepted ...