ZURICH
Financial planning
Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...
Financial planning
Zurich Financial Services has picked up ex-AMP and Rothschild employees to fill two new positions in the risk and investment management teams....
People & Products
Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....
Financial planning
Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....
Financial planning
Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...
Financial planning
Van Eyk Research has one a contract to act as the asset consultant over $6.7 billion worth of funds managed by Zurich Financial Services....
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
Financial planning
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
Financial planning
Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...
Financial planning
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
Financial planning
In Assirt’s rating of fund manager Zurich, the research house believed the integration process of the Zurich Scudder and Deutsche Asset Management businesses will bode we...
Financial planning
VAN Eyk Research has enjoyed a long and illustrious reputation in financial services industry and deservedly so....
Financial planning
AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
Financial planning
Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...
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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...