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Showing 1 - 10 of 40 results for "Insurance and wealth"

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... practices with 106 financial advisers using its services. After the divestment, ClearView will have its life insurance and wealth management businesses left. "The deal with Centrepoint Alliance provides the combined entity with immediate scale, a strong ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... will operate under a separate AFSL to AIA Australia, offering personal advice to customers of CBA with life insurance and wealth needs. Advice will be provided by salaried advisers and AIA will extend employment offers to some CFP employees. AIA Australia ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... "With Graeme's experience in multiple sectors including superannuation, funds management, asset consulting, insurance and wealth management, we know he will bring a top level of leadership and expertise to our team across the board," Partners Wealth ...

EQT names chair, compliance member

ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
... non-executive director Carol Schwartz as chair. Sedgwick was previously managing director of Accenture's Asia Pacific insurance and wealth practice, and has consulted to listed and unlisted financial services and information technology enterprises across ...

COVID-19 propels advisers, incumbents into the future

ALLY SELBY  |  MONDAY, 31 AUG 2020
... attract new prospects, at scale and efficiently," he said. The report, he believes, is a call-to-action for insurance and wealth giants from around the world to invest in technology. The report had five key findings, the first of which is that financial ...

ClearView announces board changes

ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
... board as an independent non-executive director on 25 November 2019 and has over 30 years' experience in life insurance and wealth management. He is currently a director of Platypus Asset Management and was head of business development at RGA Australia ...

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
... issue for the ClearView Retirement Plan and foster business simplification as we continue growing our life insurance and wealth management business."

ClearView ramps up risk, compliance

ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
... product management functions. He will be involved in a new technology strategy for the company, enhanced life insurance and wealth management offerings and a financial advice strategy. ClearView managing director Simon Swanson said: "Greg is an experienced ...

ClearView posts first half profit dip

KANIKA SOOD  |  WEDNESDAY, 27 FEB 2019
... ClearView posted a 13% dip in its underlying NPAT in the first half as it repositions pricing of its life insurance and wealth management products. The ASX-listed diversified financials has three main businesses: life insurance, wealth management and ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... to deal with the fallout from its Royal Commission appearance, AMP eventually decided to divest its life insurance and wealth protection business, in a $3.3 billion sale that attracted the ire of shareholders. The ASX was forced to intervene, and ruled ...
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