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....

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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...

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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. ...

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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...

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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. ...

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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...

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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 ...

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MARKET INSIGHTS

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 22 hours ago