The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 81 - 90 of 100+ results for "ClearView"|
|ClearView leveraged its life insurance business and financial adviser relationships to expand its wealth management division in FY17, recording a 17% increase in funds under management. The wealth division now has $2.5 billion FUM with double-digit ...|
|... 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 ...|
|... 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 ...|
|... innovation around advice delivery," Shaw said. MoneySoft's partnership with Fortnum follows similar arrangements with Clearview, RI Advice, Millennium3, Link Group and Mortgage Choice.|
|... 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 ...|
|... advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework (LIF) and the proliferation of automated ...|
|Listed financial advice firm ClearView criticised the Financial Services Council's life insurance approved product list draft standard as superficial and ineffectual, saying it will only allow sub-par practices to continue. ClearView managing director ...|
|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 ...|
|... on the 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 ...|
|ClearView partnered to overhaul its legacy general ledger platform and replace it with a cloud-based solution that provides real-time data for clients. With the help of KPMG, ClearView replaced its legacy software, and seven years of data, with Oracle ...|
Rest has appointed a new general manager of superannuation and retirement solutions, hiring from NGS Super.
The US is betting that a combination of the stimulus package and COVID-19 vaccinations will lead to full economic recovery by the end of the year, according to a leading economist.
Challenger's multi-boutique business has partnered with a Japanese asset management giant in a two-way relationship.
ASIC has hit financial advisers with the news that levies will increase by the equivalent of 160% over two years, with industry bodies outraged.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|