June 2017

Matrix Planning Solutions has won the prestigious 2017 Licensee of the Year Award, cementing the group’s position as Australia’s leading group for professional, client-centric financial advisers. Read more >

13 April 2017

The Financial Services Council (FSC) has wasted an opportunity to deal with glaring conflicts of interest that lead to poor client outcomes by delivering an ineffectual Life Insurance Approved Product List (APL) Draft Standard that displays contempt for the government, financial advisers and consumers by allowing sub-par practices to continue, according to listed diversified financial services company ClearView. Read more >

28 March 2017

Listed insurer ClearView Wealth has written to a parliamentary joint committee claiming that insurance companies pay millions of dollars a year in shelf-space fees to appear on product lists. Read more >

6 March 2017

The financial services industry will lose its emotional connection with thousands of clients unless it finds creative ways to stop mature advisers from prematurely retiring ahead of the introduction of the Life Insurance Framework, according to a white paper by ClearView. Read more >