Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 110 results for %22ClearView Wealth%22

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... services firm is welcoming a new state manager for NSW/ACT to grow its share of the independent financial adviser market. ClearView has promoted business development manager Michael Fox to the role, charged with building support in the states for the ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... underlying net profit after tax of $3.9 million, up 44%. Thirty financial advice dealer groups now recommend ClearView wealth products, up from nine in FY16. The ASX-listed group said there is emerging support for products outside the aligned dealer ...

IRESS eyes future earning potential following reduced profit

EMMA RAPAPORT  |  FRIDAY, 18 AUG 2017
... Over the last year, Financial Standard has reported on a number of IRESS' acquisitions and partnerships, including with ClearView, Financial Synergy, the National Stock Exchange, Acorn Capital, UK wealth management firm Tilney Bestinvest, Colonial First ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... IRESS product to lead an objectives-based and scaled financial advice solution. Diversified financial services group ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. XPLAN Prime allows financial advisers to deliver ...

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
... priced Nutraceutical - Ananda Hemp. Ecofibre is planning a 2018 Australian sharemarket listing," Lambert said. Former ClearView chair Raymond Kellerman, who joined Countplus' board as a director in January, has taken up the position as non-executive ...

ClearView hire aligns growth plan

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
ClearView Wealth is positioning itself for continued growth in 2017 with the appointment of former BT Financial Group senior manager Jeffery Scott as head of product. Scott will drive the development of life insurance and wealth management solutions ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... boards of Goodman Funds Management, Foundation Life and Ryder Capital. He is the former independent chair of ClearView Wealth and Credit Suisse Asset Management. After working at a corporate advisory firm specialising in equity and debt funding, Kellerman ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
A Japanese life insurance company has acquired a strategic stake in ClearView Wealth and has announced a collaboration partnership between the two companies. Sony Life Insurance (Sony Life) has agreed with Crescent Capital Partners to acquire a 14.9% ...

ClearView earnings reflect business growth

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2016
ClearView has reported a surge in earnings during its transition from the "build phase to growth phase". The wealth management firm delivered a 33% increase in underlying net profit - up to $27.2 million - and 35% rise in total operating earnings, achieving ...