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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...
People & Products
Listed financial services company, Clearview, has appointed Michael Fox as state manager for NSW/ACT. ...
People & Products
ClearView has created a new role squarely aimed at enhancing its relationship with independent financial advisers....
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....
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....
People & Products
Publicly-listed insurer, ClearView, has launched an online payment facility enabling financial advisers to charge a flat fee for insurance advice. ...
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 ...
Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new head of operations....
Financial planning
Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....
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....
People & Products
ClearView has moved to narrow the gap between underwriting and advice by recruiting industry veteran, Warren Page, as its new chief underwriter....
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....
Financial planning
Advice and wealth have driven a solid result for ClearView somewhat tarnished by income protection issues....
Financial planning
IRESS has today announced that financial advice and insurance group, ClearView has selected XPLAN Prime as its solution....
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
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...