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Showing 1 - 8 of 8 results for "Human Financial"

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... in November last year and aiming to exit wealth management with the sale of ClearView Investment Management to Human Financial which is expected to be complete in 1H FY25. Despite exiting the advice business themselves, ClearView said its life insurance ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... management business is still underway. In February, ClearView announced it will sell ClearView Financial Management to Human Financial. The firm is still considering its options on what it should do with its superannuation fund, ClearView Retirement ...

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... board. Venketasan has over 25 years' experience in financial services. Most recently, she was the co-founder of Human Financial, an investment management firm. In February, Clearview Wealth sold its managed investment business to Human Financial for ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... buyer for its managed investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology firm, will purchase ClearView's managed investment business. In turn, ClearView ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... greatest opportunity to transform the delivery of advice for retirement," Rice Warner said. The research maintained: "Human financial advisers will remain relevant for a very long time, but successful funds will leverage technology to augment the delivery ...

Super startup to relaunch

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... group life cover to members. Financial advice business Warrington Scott is also involved in the venture, with Human Financial - the promoter of FairVine - being a corporate authorised representative of its AFSL. FairVine's website claims the fund ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
Australian retail investors are more likely to trust human financial planners over robo-advisers - and by an overwhelming majority, according to the CFA Institute's 2018 survey of investor trust. More than 80% of the Aussie retail investors surveyed ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... and artificial intelligence tools to continue to provide increasing value to their practices, they maintain that human financial advisers will still be needed to engage clients, manage emotions and ensure the delivery of holistic advice. The report highlighted ...
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