ZURICH
Financial planning
Former Zurich Financial Services head of life risk Michael Harrison has set up his own consultancy, Strategies+plus, to provide succession planning advice to the industry...
Financial planning
Zurich Financial Services Australia has boosted its risk insurance capabilities with the conclusion of a round of appointments including that of national underwriting man...
People & Products
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
Australian Financial Services (AFS), which has been without a full-time managing director since August, will complete a full strategic review of the group’s operations by...
Financial planning
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Financial planning
Zurich Financial Services Australia (ZFSA) has replaced a number of investment managers in the Zurich Blended Series following an extensive review of incumbent managers b...
Financial planning
Zurich Financial Services Australia (ZSFA) has been issued the last of its eight Australian Financial Services Licences by the Australian Securities and Investments Commi...
Financial planning
Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...
Financial planning
John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....
People & Products
Zurich Investment Management Limited has appointed Lazard Asset Management as manager of Zurich’s international equities thematic portfolio effectively maintaining links ...
Financial planning
ING has appointed former Zurich Financial Services Australia senior executive, Jihad Essa as national sales manager - a position vacated by former ING national manager fo...
Financial planning
Victorian-based adviser Bernie Toohey has been named the inaugural ‘Zurich Adviser of the Year’, by the Association of Financial Advisers (AFA) and Zurich Financial Servi...
People & Products
Australian Financial Services Limited (AFS) managing director Geoff Moore has resigned after eight years with the group....
People & Products
Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...
Financial planning
Associated Planners Financial Services (APFS) has continued with an impressive recruitment drive signing up 16 firms from its rivals and in the process growing its base t...
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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...