CLEARVIEW

Funds management

COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...

Financial planning

ClearView has said it expects to completely exit wealth management by the third quarter of FY25....

Financial planning

ClearView Wealth has shared progress on its exit from financial advice and wealth management following a strategic review as it seeks to become a simplified business....

People & Products

Simon Swanson has resigned from the board of Centrepoint Alliance, just four months after being appointed as chair....

Financial planning

Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....

People & Products

Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....

Policy & Regulation

The regulator has reached out to the Insurance Council of Australia, Council of Australian Life Insurers and Financial Services Council about its review of over 100 TMDs ...

People & Products

Two new board members have been appointed to join the Council of Australian Life Insurers....

People & Products

ClearView Wealth has appointed an experienced life industry veteran as non-executive director....

People & Products

ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years....

People & Products

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range. ...

Financial planning

It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...

image
Financial planning

Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...

image
Life/Risk

Further changes to life insurance commission caps could see up to 87% of financial advisers stop providing standalone risk insurance advice, according to ClearView resear...

image
Financial planning

With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 2 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 5 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 5 days ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

2 weeks 2 days ago