SIMON SWANSON

Features

Mike Taylor writes that few, if any, of the major players are arguing that the Australian Prudential Regulation Authority got it wrong with its major intervention with re...

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Financial planning

It is not enough to merely change culture in the financial services industry as cohesion is needed to achieve good culture and risk management. ...

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People & Products

Orla Cowan has been appointed by ClearView Wealth to chief risk officer....

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Financial planning

Major insurer ClearView has committed to defending life/risk commissions in the face of the negative findings from the Royal Commission....

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Life/Risk

ClearView has welcomed changes in last night’s Budget to make group insurance opt-in for workers under 25, calling for the policy to be extended to all superannuation mem...

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Financial planning

The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 1 hour ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 4 hours ago