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

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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. The latest paper from ClearView, titled Fertile ground

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PJC Report highlights inadequate FSC APL standard

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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 yesterday’s release of the Parliamentary Joint Committee’s (PJC) Report, according to diversified financial services company, ClearView. The PJC Life Insurance Report recommended “substantial reform to the

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Clearview ramps up growth plans with key appointments

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Listed financial services company ClearView Wealth Limited (ASX: CVW) has appointed former BT Financial Group Senior Manager Jeffrey Scott as Head of Product to drive the ongoing development of life insurance and wealth management solutions for financial advisers. Mr Scott, formerly Senior Product Development Manager at BT, will also oversee the delivery of a new

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