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CLEARVIEW
People & Products
Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....
Financial planning
The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power....
Financial planning
The relationship between an adviser and clients is vital for the life insurance industry and insurers should support those advisers who remain through challenging times....
People & Products
ClearView Wealth has announced the launch of a new life insurance product series and an integrated life insurance platform....
Funds management
After hitting milestones such as the separation of its advice business and its restructure of the firm by line of business, ClearView has announced a strategic review....
Financial planning
Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...
Financial planning
Revenue growth on advice fees has helped Centrepoint Alliance return to profitability in FY21 after reporting a loss in the previous year as the firm moves to acquire Cle...
Financial planning
ClearView has announced underlying net profit after tax is up 54% to $22.7 million but operating earnings for its financial advice arm were down 58% as it sells it to Cen...
Life/Risk
The life insurer’s board has assessed that it will “not be appropriate” to repay JobKeeper funds after its 2020 calendar year net profit declined $4.6 million from the pr...
Financial planning
Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm saw 48% growth in adviser users. ...
Financial planning
COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....
Life/Risk
Advice affordability is deteriorating and advice fees should be tax deductible, according to ClearView....
Funds management
ClearView’s WealthSolutions Super, LifeSolutions Super and WealthSolutions IDPS have been transferred to HUB24 for custody and administration....
People & Products
Maria Falas has been appointed to the newly-created role which comes as part of the firm’s transformation program....
People & Products
Former Australian Unity Financial Advice executive, Tony Mantineo, has been appointed to the newly-created role which will lead adviser recruitment for Matrix Planning So...
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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...