ZURICH
Financial planning
Freya Purnell looks at the effect of different advice offerings on the bottom line....
Financial planning
From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....
Financial planning
Inflows for the life insurance risk market have risen 11.1 per cent – from $3.7 billion to $4.1 billion – for the 12 months to March 2004, according to Plan for Life figu...
Financial planning
Zurich Financial Services Australian chief executive John Butler has resigned after a five year tenure at the helm of the group during what Zurich’s chief executive, inte...
Life/Risk
Zurich Financial Services Australia has played down Australian Prudential Regulation Authority and Australian Securities and Investments Commission scrutiny of some histo...
People & Products
Lonsec has named the former head of distribution with Zurich Financial Services, Steve Newnham, as its’ marketing and distribution manager as part of a raft of changes wi...
Financial planning
FLEDGLING boutique financial services group Mariner Financial has bolstered its ranks with the appointment of a chief financial officer and another business development m...
Financial planning
Zurich Financial Services Australia is honing its focus on growing key accounts with the appointment of a distribution operations manager, Jenny Pang, to provide sales an...
Financial planning
Zurich Financial Services Australia has bolstered its technical services team with the appointment of two specialists in response to adviser demand for additional regulat...
Financial planning
Zurich Financial Services Australia has introduced enhancements to its life risk products and beefed up its marketing team and offering in what it deems is a “major assau...
Financial planning
Challenger Financial Services Group (CFSG) today announced its takeover of dealer group Associated Planners Financial Services (APFS) for $100 million in a deal that will...
Financial planning
Zurich Financial Services Australia announced today it has introduced Deutsche Asset Management’s Australian Equities Alpha process for its diversified funds, and formed ...
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Financial planning
BT Financial Group has retained two major clients to its wrap and averted outflows of over $2 billion following the renewal of agreements with Associated Planners Financi...
Financial planning
Fund managers have followed financial services industry groups in giving their approval to the changes to superannuation and retirement income streams announced yesterday...
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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...