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Search ResultsShowing 1 - 10 of 100+ results for "ClearView"
Risk inflows stagnant, satisfaction varies
ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
... total inflows increased 0.5% to $16.3 billion with just a 0.9% increase in inflows to individual lump sum premiums. Only ClearView (4.6%), Zurich (4.4%), TAL (2.4%) and MLC (1.8%) recording increases in their inflows, while the remainder reported minimal ...
ClearView bolsters team
ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
Listed financial services company ClearView Wealth has made a key appointment to its life insurance team. Nick Kulikov has been appointed to the newly created position of head of product and pricing. In the new role he will be responsible for ClearView's ...
NEOS, ClearView lead satisfaction
ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
... Trends has measured how satisfied risk advisers are with their main life insurers across key service areas, NEOS Life and ClearView on top. It found that NEOS overtook ClearView to become the insurer advisers are most satisfied with in 2020, with 56% ...
Risk inflows stay flat
ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
... BT/Westpac (-20.8%) and AIA (-10.1%). These were however, offset partially by increased inflows reported by TAL (15.7%) and ClearView (7.9%). "With the exception of ClearView, all these results were mainly driven by changes in their respective Group ...
PPS Mutual hires from BT
ANNABELLE DICKSON  |  MONDAY, 1 FEB 2021
... years' experience in business development roles and spent the last year at BT Life. Prior to this, Gacomi worked at Clearview Wealth, OnePath and CommInsure. She will report to PPS Mutual state manager for NSW Sabrina Walmsley and will be responsible ...
The barriers to limited advice: Licensees
ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... provided under, the barriers to doing so and the limited advice services the licensee would like to provide in future. ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett has embraced ASIC's consultation paper saying ...
TAL group life lead in new role
JAMIE WILLIAMSON  |  WEDNESDAY, 9 DEC 2020
... General Reinsurance. He replaces Gerard Kerr, who transitioned to the role on an interim basis shortly before joining ClearView as general manager - life insurance in October. The role was newly created at the time of Kerr's transition as part of ...
Dealer service provider adds former MLC advice firm
KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...
ClearView streamlines underwriting
KARREN VERGARA  |  WEDNESDAY, 25 NOV 2020
ClearView Wealth has adopted Munich Re's digital platform to streamline the underwriting process and manage compliance obligations. ALLFINANZ Cloud, which was launched by Munich Re in 2019, will provide the cloud-based underwriting rules engine to speed ...
RC recommendations closer to legislation
KARREN VERGARA  |  FRIDAY, 13 NOV 2020
... telephone call or any form of "real-time interaction in the nature of a discussion or conversation". Case studies such as ClearView from the Royal Commission found that the existing anti-hawking provisions do not effectively protect consumers from harm ...
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