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Search ResultsShowing 81 - 90 of 100+ results for "ClearView"
Improved distribution strengthens ClearView result
DARREN SNYDER  |  FRIDAY, 25 AUG 2017
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 ...
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 ...
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 ...
Fortnum inks advice fintech deal
ALEX BURKE  |  TUESDAY, 4 JUL 2017
... innovation around advice delivery," Shaw said. MoneySoft's partnership with Fortnum follows similar arrangements with Clearview, RI Advice, Millennium3, Link Group and Mortgage Choice.
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 ...
Pressure on advice practices means time for rethink: ClearView
JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... 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 ...
ClearView slams APL standard
KARREN VERGARA  |  TUESDAY, 18 APR 2017
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 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
... 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 partners for platform overhaul
ALEX BURKE  |  TUESDAY, 20 DEC 2016
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 ...
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