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|Showing 1 - 5 of 5 results for "LaVista Licensee Solutions"|
|... will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The deal will give ClearView a 25% shareholding in Centrepoint. ClearView will be able to appoint one director to the Centrepoint ...|
|... his new role, Mantineo will be responsible for adviser recruitment at Matrix Planning Solutions and LaVista Licensee Solutions. He will report to ClearView general manager, licensee services, Todd Kardash. Kardash said the appointment reflects the company's ...|
|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'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 ...|
|... with the launch of a new business offering back-office and compliance services to financial advisers. LaVista Licensee Solutions, a licensing service, will be led by Mike Pope as its chief executive. Pope was previously Clearview's head of business development. ...|
Life insurers will take on more risks and shun safe-haven assets in a bid to bump up returns in 2022.
AMP has appointed a new head of portfolio management for its troubled multi-asset group (MAG), hiring from Pendal.
A new study shows close to 80% of institutional investors and wealth managers are now looking favourably upon cryptocurrencies, citing strong capital growth and diversification benefits.
American Century has launched a global small-cap fund targeting Australian wholesale investors.
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