ClearView launches dealer services offer

Through LaVista Licensee Solutions, advisers can cherry-pick the services they need from a comprehensive menu that includes compliance and monitoring of authorised representatives, technical helpdesk, marketing and software support, ClearView said in a statement.

It also said advisers can alternatively opt for an off-the-shelf package of essential dealer services including advice documents and templates, compliance manuals, and education and training.

LaVista leverages the infrastructure and resources of ClearView’s dealer groups Matrix Planning Solutions and ClearView Financial Advice.

ClearView general manager of group licensees Todd Kardash said small to medium-sized firms increasingly want the autonomy and flexibility that comes with being self-licensed but without the cost and distraction of running a complete back office.

“We recognise that being part of a dealer group isn’t the right option for everyone but through LaVista they can have the best of both worlds,” he said.

“Our goal is not to tell advisers how to run their business but to help them meet their legal obligations so they can focus on seeing clients and growing their business, confident that nothing is slipping through the cracks.”

ClearView has also made a number of internal appointments, with Mike Pope appointed LaVista chief executive, Allison Dummett promoted to Matrix Planning Solutions chief executive and Tanya Seale appointed chief operating officer of licensee solutions for ClearView Financial Advice.

All three roles will report to Mr Kardash.

Adrian Flores

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].