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

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day 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...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago