CLEARVIEW WEALTH

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....

Financial planning

Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...

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....

Features

Alexandra Cain writes that the outcome of the Federal election could have an effect on funding of the Compensation Scheme of Last Resort....

image
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...

image
People & Products

ClearView Wealth has appointed former Cloe Reece as chief risk officer, who has worked in compliance at all of the Big Four banks. ...

image
Funds management

The corporate regulator has banned former Sydney-based dealer and portfolio manager at Regal Funds Management, Dylan Rands, for five years on the grounds of market manipu...

image
Life/Risk

Fitch Ratings has announced its first-time ‘BBB’ rating for ClearView Wealth to reflect its poor recovery prospects in the event of a default. ...

image
Financial planning

ClearView independent non-executive director David Brown has been arrested and charged with attempting to remove and replace the current fund manager of the Pacific Balan...

image
Life/Risk

The much-vaunted Cooperation Agreement between ClearView Wealth and Sony Life Insurance is being terminated in the wake of the big Japanese insurer not following through ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 16 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 19 hours ago