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Life/Risk
The life insurance market continues to grow, but many planners are still reluctant to take the risk. Liam Egan reports....
Funds management
Zurich Financial Services Australia has appointed boutique manager Renaissance Asset Manager to run its specialist listed property securities managed fund, which has more...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
Paragem Partners has made its second acquisition in as many months, snapping up Zurich’s DBOS licensee support service business, after it bought Tribeca’s compliance arm ...
Life/Risk
ZURICH Australia Insurance (ZAI) and Zurich Financial Services (ZFS) have pledged to clean up their corporate governance, after investigations identified claims that over...
Financial planning
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
Financial planning
Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...
Financial planning
Zurich Financial Services Australia has centralised all its corporate superannuation and wrap operations, creating a new dual role to oversee its activities in these area...
Financial planning
You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...
Editorial
Switzerland-based insurance giant Zurich Financial Services has reported a 29 per cent increase in net income for 2004 despite the impact of “extraordinary catastrophes” ...
Financial planning
Zurich Australia has appointed Peter Blomfield to the newly created position of regional underwriting manager for NSW and ACT as part of a planned expansion of its underw...
Life/Risk
Zurich Financial Services chief executive Tom Brown has been appointed to the board of the representative body for general insurers, the Insurance Council of Australia....
Financial planning
Investments in life insurance grew by 11 per cent over the year to September 2004 according to the latest statistics from Melbourne based research group Plan For Life....
Financial planning
Lonsdale Financial Group has developed its own practice management programme that offers business planning, management and lifestyle advice to its associates....
Financial planning
Bridgeport Advisers and Asset Managers’ senior staff have failed in their management buy-out bid for the Sydney-based advice firm after the company was sold yesterday to ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...