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Showing 1 - 10 of 100+ results for "ClearView"

ClearView consolidates super, pension plans

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
ClearView undertook an intra-fund transfer last week, closing a more than 30-year-old superannuation and pension offering. The transfer occurred on May 19 and saw all ClearView Superannuation and Roll-Overs and ClearView Pension Plan members transferred ...

Risk inflows hit $17.6bn last year: Analysis

JAMIE WILLIAMSON  |  MONDAY, 16 MAY 2022
... Zurich all recording double digit increases in sales; BT/Westpac's was substantial at 25%. However, AIA, Resolution and ClearView all recorded falls which offset the increases. NobleOak also outperformed when it came to sales, recording a six-fold jump ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... years, much of which was spent with major financial advice businesses. Most recently he was head of business growth at ClearView, and has also worked in business growth for Australia Unity and IOOF. He has also held roles with Millennium3 and Financial ...

ClearView welcomes chief risk officer

KARREN VERGARA  |  TUESDAY, 1 FEB 2022
ClearView Wealth has appointed a chief risk officer from NAB to oversee its compliance and risk management operations. Cloe Reece was most recently the executive general manager of enterprise controls performance at NAB. Prior to spending about 18 months ...

ClearView uses new anti-money laundering technology

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 DEC 2021
ClearView will use Napier technology to fight money laundering activity. The technology will enable ClearView to monitor insights into its customers and identify suspicious behaviour which could be indicative of money laundering more efficiently, while ...

ClearView recruits chief claims officer

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
The former chief claims officer at Zurich Financial Services has moved to ClearView Wealth in a newly created role. Joanne Faglioni is ClearView's new chief claims officer, joining this month. Faglioni spent more than two years at Zurich/ANZ, starting ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
ClearView has entered a strategic partnership with Canadian wealth firm Manulife Investment Management to launch a range of products with an immediate focus on retirement income solutions. The two firms signed a memorandum of understanding to partner ...

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... Plan For Life shows inflows jumped 5.1% to $16.9 billion. NobleOak led the growth with 70.8%, followed by AIA (18.9%), ClearView (7%), Zurich (5.6%) and TAL (5.1%). Meanwhile, BT/Westpac recorded a 20.2% decline and Resolution also experienced a slight ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Centrepoint Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... as lending and mortgage broking services. Complete FS was founded by Mark Giles in 1987 and was most recently part of ClearView Financial Advice. The business will rebrand to Wealthwise Cockburn Central following the acquisition. This marks Wealthwise's ...
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