ZURICH
Financial planning
Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...
Financial planning
Ongoing consolidation remained a central theme for the financial services industry in 2011, with big names such as Lonsec, Count Financial, DKN Financial Group and ING In...
People & Products
Zurich Financial Services Australia has appointed Stuart Meyers to the role of NSW regional sales manager, life risk....
Life/Risk
Most Generation Y business owners prefer speaking with a financial adviser for their insurance needs rather than going online, according to research commissioned by Zuric...
Life/Risk
Inflows into the life insurance risk market were up 10 per cent overall in the past year, according to Plan For Life data....
Financial planning
Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...
Financial planning
Inflows into the life insurance risk market have grown 10.4 per cent over the year to March 2011, reaching $9.5 billion....
Financial planning
Advisers are increasingly ready to rebalance client portfolios away from cash to reinvest in growth assets, according to a survey from Zurich's investment business in Aus...
Financial planning
Standard & Poor's ratings on the Zurich Investments Global Growth Share Fund and Zurich Investments Unhedged Global Growth Share Fund will remain unaffected by the change...
Financial planning
Unified Healthcare Group has announced a new technology with the potential to reduce the cycle time for the collection of medical reports for applications submitted by pl...
Financial planning
Genesys Wealth Advisers has opted to extend its long relationship with van Eyk....
Editorial
The share prices of Australia’s major publicly listed financial planning groups have been trending down for most of the past 14 months and, as Mike Taylor reports, at lea...
Financial planning
Financial planning dealer groups and others using leading research house Lonsec have signalled they will be taking a 'wait and see' approach to the company, following its...
Funds management
The outlook for Australian real estate investment trust (AREIT) funds has improved in Morningstar's latest review of the sector, with six funds upgraded and improved fund...
Financial planning
Lonsec has been sold to a group linked to SuperRatings and Mark Carnegie....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...