Media Centre

COVID-19 unearths opportunities for advisers according to new white paper

6 July 2021

COVID-19 is to financial advisers what end of financial year is to accountants; an invitation to talk to people about planning for the future, according to a new report that suggests public awareness of the importance of professional advice has increased 54% in the past 12 months. Read more >

ClearView and HUB24 complete wrap platform development and Fitch reaffirms ClearView’s Ratings

10 May 2021

ClearView Wealth Limited (ClearView) (ASX: CVW) has completed a key milestone in its Wealth Management strategy, launching a new investment administration (wrap platform) solution in partnership with HUB24 and transitioning the custody and administration of $1.4 billion of funds under administration to HUB24. Read more > 

ClearView appoints life strategy and transformation leader

3 May 2021

Listed diversified financial services company, ClearView Wealth Limited, has appointed former Head of Mental Health and Wellness at Zurich Financial Services, Maria Falas, to the newly-created position of Head of Life Strategy and Transformation. Read more > 

Key appointment strengthens ClearView’s life insurance team

29 March 2021

Listed diversified financial services company, ClearView Wealth Limited has appointed former RGA Australia Chief Risk Officer and Head of Research Nick Kulikov to the newly created position of Head of Product and Pricing. Read more>

ClearView reports solid HY21 result, underpinned by strong claims performance

24 February 2021

Diversified financial services company, ClearView Wealth Limited (ASX: CVW) has reported Operating Earnings After Tax of $13.1m for the half year ended 31 December 2020, up 39% on the previous corresponding period. Read more> 

LaVista Licensee Solutions hits milestone on second anniversary

2 December 2020

ClearView-backed dealer services provider, LaVista Licensee Solutions has welcomed its 30th Australian Financial Services Licensee (AFSL), benefiting from the fallout of the institutional retreat from personal advice. Read more>

ClearView partners with Munich Re to deliver cloud-based underwriting engine

18 November 2020

Diversified financial services company, ClearView Wealth Limited has partnered with Munich Re Automation Solutions, a subsidiary of Munich Re Group, to adopt the Group’s cloud-based underwriting rules engine (URE). Read more>

ClearView announces key senior management appointments

27 October 2020

ClearView Wealth Limited (ASX: CVW) has announced key senior management appointments, as part of a business realignment. Gerard Kerr has been appointed to the newly-created position of General Manager, Life Insurance. Read more > 

Matrix named one of Australia’s leading licensees four years in a row

18 September 2020

Matrix Planning Solutions – three-time winner of the Professional Planner / CoreData Licensee of the Year Award – has been named one of Australia’s leading Australian financial services licensees for the fourth consecutive year. Read more > 

ClearView FY20 result impacted by industry-wide deterioration in claims

26 August 2020

Diversified financial services company, ClearView Wealth Limited (ClearView ASX: CVW) has reported an underlying net profit after tax (NPAT) of $14.7 million for the year to 30 June 2020, down 41% on 2019, and a reported NPAT of $13.1 million, up 230%. Read more > 

ClearView restates its support for life insurance commissions

29 April 2020

Diversified financial services company ClearView Wealth Limited has restated its support for life insurance commissions as a legitimate remuneration model and urged the government to make financial advice fees tax deductable, during two-days of public hearings on the insurance sector before the House of Representatives Standing Committee on Economics (HOR) on 28-29 April, 2020. Read more >

ClearView gains BBB rating

20 March 2020

ClearView has been assigned a Long-Term Issuer Default Rating (IDR) of ‘BBB’ with a stable outlook from credit rating agency, Fitch. Read more >

ClearView partners with HUB24

19 March 2020

ClearView informed the market that it has selected financial services company HUB24 Limited (ASX: HUB) as its strategic wrap platform provider. Read more >

ClearView appoints General Manager, Information Technology

2 March 2020

Diversified financial services company, ClearView Wealth Limited (ASX: CVW) has appointed Hicham Mourad as General Manager, Information Technology to lead the implementation of the group’s reinvigorated IT strategy. Read more>

ClearView named risk company of 2020

6 February 2020

Diversified financial services company, ClearView has been named Risk Company of the Year at the annual Money Management / DEXX&R Adviser Choice Risk Awards in Sydney. Read more>

Advisers award ClearView industry-leading NPS score for outstanding service

21 November 2019

New and innovative life insurers stand to benefit from the growing number of advisers looking to increase the number of insurers they use in the next 12 months with ClearView in poll position as Australia’s leading life insurer for adviser satisfaction and net promoter score (NPS). Read more>

Jeff Morris calls for life insurance approved product lists to be banned

23 October 2019

Bank whistleblower and financial industry thought leader Jeff Morris has urged the government to ban the use of life insurance Approved Product Lists (APLs) by verticallyintegrated advice licensees, citing the inability of institutions to properly manage conflicts of interest. Read more>

ClearView announces senior management appointments

5 September 2019

Listed diversified financial services company, ClearView Wealth Limited has appointed Orla Cowan to the role of Chief Risk Officer, as the group ramps up its investment in risk management and compliance. Read more>

ClearView shines at claim time

2 July 2019

The release of new claims data from the Australian Prudential Regulation Authority (APRA) and Australian Investment and Securities Commission (ASIC), and a separate report from Beddoes Institute, reinforce that ClearView is delivering a superior customer claims experience Read more>

Self-licensing trend propels LaVista Licensee Solutions

24 June 2019

An increasing number of self-licensed financial advice practices are selecting dealer services provider, LaVista Licensee Solutions, for back-office infrastructure and support, as the self-licensing trend accelerates. Read more>

New paper reveals the shameless truth about life insurance commissions

4 June 2019

Additional changes to adviser remuneration will not lift advice quality or result in improved client outcomes but will only drive up costs, cripple the advice industry and compound the Government’s social security liabilities, according to a new paper by listed financial services company, ClearView. Read more>

New video series solves the advice mystery

7 May 2019

A new video series launched by diversified financial services company, ClearView, has demystified the financial advice process and reinforced the benefits of professional advice. Read more>

ClearView announces top three advocacy priorities

1 April 2019

Stable life insurance commission rates, tax deductibility of financial advice fees and choice of life insurance provider should be on top of the financial services industry’s advocacy agenda, according to ClearView. Read more>

Secrets to deeper client engagement revealed in new guide

14 February 2019

ClearView has launched a free client engagement guide to help financial advisers build rapport and effectively communicate with clients, after a survey of independent financial advisers found that almost half spend less than two hours per week on client engagement activities with a further 10% dedicating no time at all. Read more>

Fresh approach to income protection needed to secure vibrant future

31 January 2019

The Australian life insurance industry must seriously rethink its approach to income protection insurance in order to see more people take up this critically important cover and ensure a vibrant, sustainable future, according to a new paper by ClearView. Read more>

ClearView targets self-licensed advisers with dealer services offer LaVista Licensee Solutions

19 November 2018

Listed diversified financial services company ClearView has launched a dealer services offer, giving financial advisers who want to gain and manage their own Australian Financial Services Licence (AFSL) access to the group’s award-winning back office. Read more>

ClearView LifeSolutions upgrade focuses on returning people to health and work

24 October 2018

ClearView has strengthened its commitment to providing customers with rehabilitation and recovery support by upgrading its flagship LifeSolutions product. Enhancements to LifeSolutions include the removal of barriers, such as return to work rules during the waiting period, and making rehabilitation benefits available from day one of disability for income protection customers. Read more>

ClearView cements no.1 position for overall adviser satisfaction

24 August 2018

ClearView has been ranked number one for overall adviser satisfaction in the 2018 Investment Trends Planner Risk Report, reflecting the group’s commitment to delivering quality products and exceptional service. Read more>

Top drivers of client satisfaction at claim time

20 June 2018

The strongest drivers of client satisfaction at claim time are efficient claims lodgement and assessment processes backed by transparent ongoing claims management, according to Beddoes Institute’s latest Industry Claims Journey Study Report. Read more>

Matrix Planning Solutions takes out top licensee gong for second year running

6 June 2018

Data insights company, CoreData Research has named Matrix Planning Solutions as the 2018 Licensee of the Year for the second consecutive year, commending the group’s commitment to helping advisers adapt to regulatory change, implement new technologies and grow their businesses. Read more >

New opt-in life insurance rules for young workers a good start

9 May 2018

A new requirement for young Australians to consciously opt-in for life insurance inside superannuation plus other super changes contained in the 2018-19 Federal Budget represent sensible public policy and highlight the need for an overhaul of current group life arrangements, according to listed diversified financial services company ClearView Wealth Limited. Read more>

PJC report highlights inadequate FSC APL standard

27 March 2018

Pressure is mounting on the Financial Services Council (FSC) to amend its grossly inadequate Life Insurance Approved Product List (APL) standard and require members to offer open APLs, following today’s release of the Parliamentary Joint Committee’s (PJC) Report, according to diversified financial services company, ClearView. Read more>

ClearView appoints new head of distribution strategy

28 February 2018

Listed diversified financial services company, ClearView has appointed Kathryn Williamson to the newly-created position of Head of Distribution Strategy with responsibility for expanding the group’s relationships in the independent financial adviser (IFA) market and driving deeper adviser engagement.  Read more>

ClearView launches innovative payment facility for advisers

5 February 2018

Listed diversified financial services company ClearView has launched an innovative online payment facility that enables financial advisers to charge and process a flat fee for life insurance advice, as it strives to help advisers maintain and build their fee income amidst sweeping remuneration changes. Read more>

ClearView announces significant enhancements to life insurance platform

15 January 2018

Listed diversified financial services company ClearView has made significant enhancements to its life insurance quote and application system, designed to help financial advisers run more efficient businesses and secure cover for their clients as quickly as possible.  Read more >

Matrix Planning Solutions wins coveted Licensee of the Year Award

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 >

FSC APL standard shows contempt for government, advisers and consumers

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 >

ClearView Wealth says insurers are forced to 'pay to play'

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 >

LIF to create unique opportunities and threats for advisers: ClearView

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 >