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Showing 1 - 10 of 12 results for "WealthSolutions"

ClearView offloads managed investments unit

KARREN VERGARA | FRIDAY, 24 FEB 2023

ClearView will solely focus its efforts on life insurance after flagging that it found a 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 ...

ClearView pushes ahead with SFT

KARREN VERGARA | FRIDAY, 9 OCT 2020

The ASX-listed wealth and insurance company will complete the 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 ...

HUB24 net inflows up 72%

ALLY SELBY | WEDNESDAY, 22 APR 2020

... support for advisers within their network," it said. It was still working to transition the FUA from ClearView WealthSolutions wrap platform to HUB24.

Wealth manager appoints new head of advice

HARRISON WORLEY | FRIDAY, 27 MAR 2020

... to HUB24, as it transitions away from its own platform. The deal will see ClearView migrate $1 billion from its WealthSolutions platform to HUB24, however the firm will not close the offering. It will transition to HUB24, rather than operate a fully-outsourced ...

ClearView rated stable

HARRISON WORLEY | FRIDAY, 20 MAR 2020

... HUB24, as it transitions away from its own wrap platform. The deal will see ClearView migrate $1 billion from its WealthSolutions platform to HUB24, however the firm will not close the offering. It will transition to HUB24, rather than operate a fully-outsourced ...

HUB24 wins $1b mandate

ALLY SELBY | THURSDAY, 19 MAR 2020

... billion mandate, as it moves away from its own wrap platform. ClearView will migrate the $1 billion from its own WealthSolutions wrap platform to HUB24, subject to all regulatory requirements. ClearView will not be closing the wrap platform, and its ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON | FRIDAY, 9 MAR 2018

... currently available on 374 approved product lists, while its wealth management platforms, WealthFoundations and WealthSolutions, are on 31.

ClearView adds annuities to wrap

MARK SMITH | MONDAY, 11 JUL 2016

... to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made across WealthSolutions Superannuation, Retirement Income and Investments. ClearView said the upgrades were part of an ongoing commitment to delivering ...

ClearView launches first SMA service

LAURA MILLAN | THURSDAY, 5 NOV 2015

ClearView Wealth has upgraded its full service wrap WealthSolutions and introduced a separately managed account (SMA) feature. The changes have been made across WealthSolutions superannuation, retirement income and investments. Advisers, non-superannuation ...

ClearView launches new super product

JAMES FERNYHOUGH | THURSDAY, 9 OCT 2014

... "WealthFoundations is targeted at clients with less sophisticated needs. It complements ClearView's full service wrap product WealthSolutions. "Actively managed and competitively priced, WealthFoundations is ideal for people who want to grow their savings ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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