SIMON SWANSON

People & Products

Simon Swanson has resigned from the board of Centrepoint Alliance, just four months after being appointed as chair....

People & Products

Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month....

People & Products

Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....

People & Products

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range. ...

Financial planning

Slashing advice paperwork, no further changes to risk commissions and measures to support stable, sustainable income protection solutions are ClearView Wealth’s top three...

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...

People & Products

ClearView Wealth has announced the launch of a new life insurance product series and an integrated life insurance platform....

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

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....

Features

From the implementation of the FASEA regime through to the recommendations of the Royal Commission, Mike Taylor writes, a lot had changed before the Australian Securities...

Life/Risk

Life insurance commissions should be retained in the life/risk industry with no change to their structure, according to major insurer ClearView....

Funds management

ClearView has backed HUB24 to be its strategic platform provider in a deal covering $1 billion in funds under administration....

Financial planning

Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 9 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago