LAVISTA LICENSEE SOLUTIONS

People & Products

Former Australian Unity Financial Advice executive, Tony Mantineo, has been appointed to the newly-created role which will lead adviser recruitment for Matrix Planning So...

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Financial planning

Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....

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People & Products

ClearView’s licensee solutions subsidiary, LaVista Licensee Solutions has reported the growth in clients’ numbers which is helped by self-licensing trend....

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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 6 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 1 week 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 5 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. ...

1 week 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...

6 days 21 hours ago