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ZURICH
Financial planning
Zurich Financial Services Australia has tweaked its blended series of funds by adding Barclays Global Investors to give five of its blended portfolios a small component o...
Financial planning
Bridgeport Advisers and Asset Managers has been placed in voluntary administration after its major creditor and shareholder, Zurich Financial Services, invoked a contract...
Financial planning
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry's best risk sp...
Financial planning
More than 20 institutions have expressed an interest in buying out Bridgeport Advisers and Asset Managers since the financial planning and investment group was placed int...
Financial planning
Bridgeport Advisers and Asset Managers has been placed in voluntary administration after its major creditor and shareholder Zurich Financial Services invoked a contractua...
Financial planning
Zurich Financial Services Australia is set to lose a key executive with the resignation of investment management and life risk business head Peter Delprado, who will depa...
Financial planning
Inflows to the life insurance risk market rose 10.9 per cent to $4.2 billion in the 12 months to June 2004, according to a Plan For Life report....
Financial planning
The rush to offer term allocated pensions to the market has led US-based Computer Sciences Corporation and wealth management systems provider Syscorp to develop software ...
Financial planning
Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...
Financial planning
Switzerland-based insurance company Zurich Financial Services has nearly doubled its net income for the first half of 2004 pinning the rise on higher premium income, lowe...
Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
Zurich Financial Services Australia is launching new client-focused risk tools aimed at supporting advisers as part of its broader push into the Australian life risk mark...
Financial planning
Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
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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...