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Search ResultsShowing 1 - 10 of 100+ results for "ClearView"
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 ...
ClearView flags future with HUB24
ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
In an update ahead of its annual general meeting, ClearView hinted at the future of its developing partnership with HUB24. Through the partnership, ClearView offers advisers and customers an investment administration wrap platform facilitated by HUB24. ...
ClearView adds to leadership team
JAMIE WILLIAMSON  |  TUESDAY, 27 OCT 2020
... changes to its leadership team, including a fresh life insurance lead and new general manager of wealth management. ClearView has today announced a series of key management changes as part of its realignment strategy, namely the appointment of Gerard ...
ClearView seeks to raise at least $40m
ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
ClearView Wealth has announced the launch of a new subordinated notes issue to wholesale investors seeking to raise between $40-75 million. Clearview Wealth said the proceeds of the raise will be used for general corporate and capital management purposes. ...
Financial advice more important than ever: HUB24
ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
... collaboration with Aberdeen Standard is on track to be delivered during Q2 2021. Additionally, it said delivery for the ClearView Wealth program is progressing well with the transition of the ClearView LifeSolutions insurance product to the HUB24 super ...
ClearView pushes ahead with SFT
KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... successor fund transfer of its risk-only superannuation products to HUB24, which is scheduled to take effect on October 31. ClearView will move its clients from its LifeSolutions Super and Super Rollover products to the HUB24 Super Fund, ceasing to be ...
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