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Morningstar recruits new advice executive investordaily.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investordaily.com.au Daily Mail and Mail on Sunday newspapers.
ClearView rolls out senior appointment ClearView rolls out senior appointment ClearView Wealth has appointed a new head of business growth from the executive ranks of Australian Unity Financial Advice. A A Tony Mantineo will join ClearView to spearhead adviser recruitment for the group’s flagship dealer group, Matrix Planning Solutions, and B2B outsourced offer LaVista Licensee Solutions. He will report to ClearView general manager for licensee services Todd Kardash. “Tony is a highly-respected financial services professional and his appointment reinforces our commitment to building a strong, scalable financial advice business,” Mr Kardash said. “We are not seeking thousands of advisers but rather our focus is on creating a select community of quality professional businesses using our services.” ....
ClearView makes senior appointment investordaily.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investordaily.com.au Daily Mail and Mail on Sunday newspapers.
He would be based in Melbourne, reporting to ClearView general manager licensee services, Todd Kardash. “Tony is a highly-respected financial services professional and his appointment reinforces our commitment to building a strong, scalable financial advice business,” Kardash said. “We are not seeking thousands of advisers but rather our focus is on creating a select community of quality professional businesses using our services. “Over the past few years, ClearView has invested significantly in technology and infrastructure to support advisers to deliver high quality advice, manage mounting compliance and run more efficient practices. In an environment of ongoing change and disruption, we are strongly positioned to partner with advisers who want to continue growing their business.” ....
IOOF-aligned firm joins ClearView dealer group IOOF-aligned firm joins ClearView dealer group An advice group licensed by IOOF-aligned Bridges Financial Services has announced it will jump ship and join a ClearView-owned licensee. A A In a statement, Matrix Planning Solutions said Chelsea Wealth Management, a NSW practice with 13 staff and three offices, had decided to join the dealer group after a detailed tender process. The group specialises in holistic advice for retirees and had a large client base of police-affiliated families, being a subsidiary of Police Bank. Chelsea Wealth Management general manager Rick Di Cristoforo said the group had selected Matrix as its new licensee due to their significant investment in improving practice efficiency among their affiliated groups. ....