Two years after being acquired by medical insurance group MBF, Clearview Retirement Solutions has passed the $2 billion funds under management (FUM) milestone.
According to MBF chief executive Eric Dodd, Clearview Retirement Solutions and MBF Life, both of which were acquired from Insurance Australia Group in January, 2004, have made positive contributions to the group’s strong financial performance.
He said Clearview reached the $2.02 billion FUM milestone at the end of January and had benefited from synergies with the MBF customer base.
Dodd said nearly half of Clearview’s financial advisers now operate from MBF Member Centres, with an increasing number of customer referrals coming from the MBF centres.
