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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...
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...
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....
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...
Financial planning
ClearView Wealth was in good shape but strategic decisions have dragged on the bottom line....
Life/Risk
ClearView has appointed Renee Hancock as head of research and development and Jeffrey Scott as head of product to drive growth....
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....
Superannuation
Industry super fund, Energy Super, has announced the appointment of a Clearview financial adviser for the Townsville region....
Financial planning
ClearView Wealth Limited has posted a strong full-year result amid satisfaction with its industry disruptor strategy....
People & Products
Allison Dummett has returned to Matrix via a newly-created head of strategic advice role covering ClearView’s dealer groups....
Financial planning
ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....
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
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...