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CLEARVIEW
Financial planning
ClearView Wealth has shared progress on its exit from financial advice and wealth management following a strategic review as it seeks to become a simplified business....
People & Products
Simon Swanson has resigned from the board of Centrepoint Alliance, just four months after being appointed as chair....
Financial planning
Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....
People & Products
Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....
Policy & Regulation
The regulator has reached out to the Insurance Council of Australia, Council of Australian Life Insurers and Financial Services Council about its review of over 100 TMDs ...
People & Products
Two new board members have been appointed to join the Council of Australian Life Insurers....
People & Products
ClearView Wealth has appointed an experienced life industry veteran as non-executive director....
People & Products
ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years....
People & Products
The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range. ...
Financial planning
It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...
Financial planning
Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...
Life/Risk
Further changes to life insurance commission caps could see up to 87% of financial advisers stop providing standalone risk insurance advice, according to ClearView resear...
Financial planning
With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...
Financial planning
ClearView Wealth Limited has reported operating earnings after tax of $13.9 million, up 14% on the previous corresponding period, following the sale of its financial advi...
Financial planning
The signing of the memorandum of understanding will see the two firms launch wealth management and retirement income solutions for Australian retail investors....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...