LAVISTA LICENSEE SOLUTIONS
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...
Financial planning
Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....
People & Products
ClearView’s licensee solutions subsidiary, LaVista Licensee Solutions has reported the growth in clients’ numbers which is helped by self-licensing trend....
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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...