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Showing 41 - 50 of 102 results for %22ClearView Financial Advice%22

ClearView ramps up risk, compliance

ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
Listed diversified financial services company ClearView appointed a new chief risk officer as it ramps up its risk management and compliance. Orla Cowan steps into the role from ANZ Global Wealth where she was head of chief investment office governance. ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The fastest growing advice group in the three years to December 2018 ...

Risk commission changes imperil advice practices

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
... the Royal Commission's recommendations will further undermine the viability of their practices. This is according to ClearView's latest survey of 630 financial advisers interviewed between April and May 2019. It found the majority are worried the Royal ...

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
A former head of dealer group services at ClearView Wealth joined a firm helping accountants looking to expand into financial planning. Crescere Partners appointed Andrew O'Riordan as operations manager as the firm grows to meet the increasing demand ...

ClearView defends risk advice commissions

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
ClearView is countering Commissioner Kenneth Hayne's recommendation to reduce or eliminate commissions financial advisers earn from life insurance products. It is "way too early," ClearView wrote in an email to advisers, to consider tinkering with ...

ClearView posts first half profit dip

KANIKA SOOD  |  WEDNESDAY, 27 FEB 2019
ClearView posted a 13% dip in its underlying NPAT in the first half as it repositions pricing of its life insurance and wealth management products. The ASX-listed diversified financials has three main businesses: life insurance, wealth management and ...

Ten stories that defined the Royal Commission

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... life insurance sales, after a Deloitte-led strategic review found new sales of its life products were no longer viable. ClearView breached anti-hawking law 300k times Days earlier, the Royal Commission heard ClearView's direct life insurance business ...

Super pool ripe for adviser picking

JAMIE WILLIAMSON  |  THURSDAY, 29 NOV 2018
... financial adviser, according to a new industry white paper. With super assets projected to hit $9.5 trillion by 2035, ClearView believes this represents an unprecedented opportunity for advisers as the average super balance is expected to hit $471,000 ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... LaVista's infrastructure is built on the back of ClearView's dealer groups, Matrix Planning Solutions and ClearView Financial Advice. ClearView also promoted Allison Dummett to chief executive of Matrix Planning Solutions and ClearView Financial Advice. ...