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SIMON SWANSON
People & Products
Simon Swanson has resigned from the board of Centrepoint Alliance, just four months after being appointed as chair....
People & Products
Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month....
People & Products
Former ClearView managing director, Simon Swanson, has been appointed as chair of Centrepoint Alliance....
People & Products
The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range. ...
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...
Financial planning
ClearView Wealth Limited has reported operating earnings after tax of $13.9 million, up 14% on the previous corresponding period, following the sale of its financial advi...
People & Products
ClearView Wealth has announced the launch of a new life insurance product series and an integrated life insurance platform....
Life/Risk
The life insurer’s board has assessed that it will “not be appropriate” to repay JobKeeper funds after its 2020 calendar year net profit declined $4.6 million from the pr...
Financial planning
COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....
Life/Risk
Advice affordability is deteriorating and advice fees should be tax deductible, according to ClearView....
Funds management
ClearView’s WealthSolutions Super, LifeSolutions Super and WealthSolutions IDPS have been transferred to HUB24 for custody and administration....
Features
From the implementation of the FASEA regime through to the recommendations of the Royal Commission, Mike Taylor writes, a lot had changed before the Australian Securities...
Life/Risk
Life insurance commissions should be retained in the life/risk industry with no change to their structure, according to major insurer ClearView....
Funds management
ClearView has backed HUB24 to be its strategic platform provider in a deal covering $1 billion in funds under administration....
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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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....