CLEARVIEW

Life/Risk

ClearView has launched an attack on the FSC over its life insurance APL draft standard, arguing it does not tackle conflicts of interests and proves the industry cannot s...

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Features

Upcoming changes to adviser remuneration will have profound implications and advisers must act quickly to diversify and grow their revenue or potentially suffer an immedi...

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Life/Risk

Insurers are paying between $10 million to $15 million a year in shelf space fees in a damaging ‘pay to play’ regime, ClearView has told the Parliament....

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Features

From 1 July, super fund members – and their death benefit beneficiaries – face steep penalties if they breach the new $1.6 million transfer balance cap, Jeff Scott writes...

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Financial planning

ClearView Wealth was in good shape but strategic decisions have dragged on the bottom line....

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Life/Risk

ClearView has appointed Renee Hancock as head of research and development and Jeffrey Scott as head of product to drive growth....

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Financial planning

ClearView looks to expand its IFA channel on the back of Sony Life taking a 14.9 per cent stake in the company....

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Superannuation

Industry super fund, Energy Super, has announced the appointment of a Clearview financial adviser for the Townsville region....

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Financial planning

ClearView Wealth Limited has posted a strong full-year result amid satisfaction with its industry disruptor strategy....

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People & Products

Allison Dummett has returned to Matrix via a newly-created head of strategic advice role covering ClearView’s dealer groups....

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Financial planning

ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....

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Financial planning

ASIC has accepted an enforceable undertaking from a Queensland-based ClearView representative who failed to comply with financial services laws....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks 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. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 10 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago