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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...
Financial planning
Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....
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
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...