ClearView Wealth Limited has announced it has more than quadrupled the number of authorised representatives in its dealer group channel in the 12 months to December 31.
In a statement to the Australian Securities Exchange yesterday, the listed wealth management firm listed “recruitment of experienced and successful advisers” as one of its key achievements over the 12 months from 31 December 2011 to 31 December 2012, with numbers rising from 12 to 52 aligned advisers over that period.
The total number of advisers – employed, franchised and aligned – across the dealer group has almost doubled over the period, from 57 to 94, bringing total funds under advice to $1.86 billion.
ClearView managing director Simon Swanson told ifa that while there has been a growth strategy in place this has not been at the expense of quality concerns.
“It’s not about the numbers, it’s about the quality and the cultural fit of the people inside the dealer group,” he said.
“We’re very selective about who can join, and we say 'no' to people as well.”
Stimulate new ideas. Stimulate new thinking. Top up your CPD points and hear from industry experts with ifa’s Knowledge Centre. Keep up to date with the latest trends and reforms, all while adding to your CPD hours. Explore the Knowledge Centre now.
Australian Wealth Solutions (AWS) has announced a change of licensee as it heads into a new era. ...
An up-and-coming goals-based advice platform has appointed former executives from Midwinter and Shadforth Financial Group to its ranks. ...
The acting AFA chief executive has come out swinging in the defence of financial advisers. ...
Get notifications in real time and stay up to date with content that matters to you.
