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CLEARVIEW WEALTH
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....
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
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....
Features
Alexandra Cain writes that the outcome of the Federal election could have an effect on funding of the Compensation Scheme of Last Resort....
Financial planning
Slashing advice paperwork, no further changes to risk commissions and measures to support stable, sustainable income protection solutions are ClearView Wealth’s top three...
People & Products
ClearView Wealth has appointed former Cloe Reece as chief risk officer, who has worked in compliance at all of the Big Four banks. ...
Funds management
The corporate regulator has banned former Sydney-based dealer and portfolio manager at Regal Funds Management, Dylan Rands, for five years on the grounds of market manipu...
Life/Risk
Fitch Ratings has announced its first-time ‘BBB’ rating for ClearView Wealth to reflect its poor recovery prospects in the event of a default. ...
Financial planning
ClearView independent non-executive director David Brown has been arrested and charged with attempting to remove and replace the current fund manager of the Pacific Balan...
Life/Risk
The much-vaunted Cooperation Agreement between ClearView Wealth and Sony Life Insurance is being terminated in the wake of the big Japanese insurer not following through ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...