CLEARVIEW

Financial planning

The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...

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People & Products

Listed financial services company, Clearview, has appointed Michael Fox as state manager for NSW/ACT. ...

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People & Products

ClearView has created a new role squarely aimed at enhancing its relationship with independent financial advisers....

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Life/Risk

The penalties applied to ClearView yesterday are proof of a wider issue of aggressive sales tactics within the insurance industry, according to Maurice Blackburn Lawyers....

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Financial planning

ClearView Life has taken a hit to its direct life insurance sales business and will refund $1.5 million to 16,000 consumers....

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People & Products

Publicly-listed insurer, ClearView, has launched an online payment facility enabling financial advisers to charge a flat fee for insurance advice. ...

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Financial planning

Publicly-listed insurer ClearView has unveiled the first of a series of enhancements aimed at helping risk advisers deal with the new Life Insurance Framework commercial ...

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Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new head of operations....

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Financial planning

Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....

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Life/Risk

The current group life regime is skewed against individual superannuation fund members and is serving to enrich the insurance companies, according to ClearView....

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People & Products

ClearView has moved to narrow the gap between underwriting and advice by recruiting industry veteran, Warren Page, as its new chief underwriter....

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Superannuation

Superannuation fund members are being ill-served by the current group superannuation regime and should be made to opt-in, according to insurer, ClearView....

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Financial planning

Advice and wealth have driven a solid result for ClearView somewhat tarnished by income protection issues....

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Financial planning

IRESS has today announced that financial advice and insurance group, ClearView has selected XPLAN Prime as its solution....

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Life/Risk

Boosting efficiencies in advice practices by using technology will be central to managing revenue streams under new hybrid commission structures within LIF....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago