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CLEARVIEW
Funds management
COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...
Financial planning
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
Financial planning
ClearView Wealth has shared progress on its exit from financial advice and wealth management following a strategic review as it seeks to become a simplified business....
People & Products
Simon Swanson has resigned from the board of Centrepoint Alliance, just four months after being appointed as chair....
Financial planning
Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....
People & Products
Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....
Policy & Regulation
The regulator has reached out to the Insurance Council of Australia, Council of Australian Life Insurers and Financial Services Council about its review of over 100 TMDs ...
People & Products
Two new board members have been appointed to join the Council of Australian Life Insurers....
People & Products
ClearView Wealth has appointed an experienced life industry veteran as non-executive director....
People & Products
ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years....
People & Products
The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range. ...
Financial planning
It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...
Financial planning
Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...
Life/Risk
Further changes to life insurance commission caps could see up to 87% of financial advisers stop providing standalone risk insurance advice, according to ClearView resear...
Financial planning
With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....