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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 16 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago