Search ResultsShowing 1 - 10 of 100+ results for "ClearView"
Whistleblower calls out approved product lies
ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... been no real changes to the culture and practices inside these organisations," Morris said. The paper commissioned by ClearView and titled Approves Product Lies: Combating the manipulation of advice, claims there is no reasonable basis to exclude from ...
Life industry steps toward trust
HARRISON WORLEY  |  FRIDAY, 11 OCT 2019
... understanding signed by the two groups - whose members include the likes of AIA Australia, AMP Life, BT Life Insurance, ClearView, MLC Life Insurance, TAL Life, and Zurich - is set to ensure collaboration and dialogue between key insurance leaders. ANZIIF ...
Licensee faces hefty remediation bill
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000. ClearView's review and remediation program for over 200 clients who received poor life insurance advice resulted in the figure. ...
ClearView ramps up risk, compliance
ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
Listed diversified financial services company ClearView appointed a new chief risk officer as it ramps up its risk management and compliance. Orla Cowan steps into the role from ANZ Global Wealth where she was head of chief investment office governance. ...
Ban unsolicited life insurance sales: Poll
KARREN VERGARA  |  MONDAY, 29 JUL 2019
... evidence of consumer harm. It has taken action against a number of firms that have missold direct life insurance and CCI. ClearView has refunded over $1.5 million to 16,000 customers who were pressured to buy life insurance over the phone. Commonwealth ...
Aussie income fund added to platforms
KRISTI CHENG  |  MONDAY, 22 JUL 2019
... the USA and Canada the single largest region at 37%. Last year, RARE Infrastructure expanded its team with hires from Clearview and Powerwrap, growing its Australian team.
Self-licensing trend boosts ClearView offering
ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The fastest growing advice group in the three years to December 2018 was the National ...
Risk commission changes imperil advice practices
KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
... the Royal Commission's recommendations will further undermine the viability of their practices. This is according to ClearView's latest survey of 630 financial advisers interviewed between April and May 2019. It found the majority are worried the Royal ...
New role for former ClearView executive
HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
A former head of dealer group services at ClearView Wealth joined a firm helping accountants looking to expand into financial planning. Crescere Partners appointed Andrew O'Riordan as operations manager as the firm grows to meet the increasing demand ...
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