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...
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. ...
People & Products
Orla Cowan has been appointed by ClearView Wealth to chief risk officer....
Financial planning
Major insurer ClearView has committed to defending life/risk commissions in the face of the negative findings from the Royal Commission....
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...
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
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...