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Showing 51 - 60 of 76 results for "ClearView Wealth"

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... will shortly write to ASIC 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 ...

ClearView launches first SMA service

LAURA MILLAN  |  THURSDAY, 5 NOV 2015
ClearView Wealth has upgraded its full service wrap WealthSolutions and introduced a separately managed account (SMA) feature. The changes have been made across WealthSolutions superannuation, retirement income and investments. Advisers, non-superannuation ...

BetaShares appoints CIO

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... Furthermore, Matthew Reeves has joined BetaShares as compliance manager - he previously held the same role at ClearView Wealth - and Sarah Hare has been appointed marketing manager. Hare joins BetaShares from Macquarie, where she was a content manager. ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... initial advice payment 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 ...

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 ...

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 ...

Profit up and new products for ClearView

MARK SMITH  |  WEDNESDAY, 27 AUG 2014
ClearView Wealth has posted a 23% increase in after tax profit for the full year to 30 June while also announcing it is entering the low cost product market for low account balance investors. Underlying net profit after tax grew from $16 million for ...

ClearView appoints three BDMs

HARRY PAGE  |  THURSDAY, 3 JUL 2014
ClearView Wealth Limited has announced the appointment of three business development managers to its distribution team. Maree Feek has over 14 years' experience in the industry and has been appointed as a BDM for Queensland. She previously held positions ...