Zurich

Financial planning

HSBC Asset Management has expanded its business development team with two additions, continuing the group’s focus on strengthening its services to the Australian retail m...

Editorial

Lonsec downgrades Rothschild funds

Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...

Funds management

Bendigo Bank set to sign IOOF for funds management

IOOF is poised to sign a deal to provide all of Bendigo Bank’s fund management operations, including product development....

Financial planning

IOOF continue in distribution drive

IOOF Funds Management has signed a strategic alliance with an Australian dealer group and rolled out its own back office support network, showing further signs the group ...

Financial planning

Visiplan update provides more than tax solutions

Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...

Financial planning

IWL planning software doubles user numbers

IWL has increased had an increase in the number of VisiPlan and LLink software licenses by almost 100 per cent over the past year, the company announced in a statement on...

Financial planning

Zurich contracts investments to Deutsche

Deutsche Asset Management (DAM) has been contracted by Zurich to implement the investment mandates formerly carried out by Scudder, effectively making Zurich a client of ...

Financial planning

Groups increasingly stand alone on name

There is a growing trend for dealer groups to be branded distinctively separate from their owners. FIONA MOORE reports on the benefits of the strategy and its history....

Financial planning

Zurich rolls out another wrap

Zurich Financial Services has launched a new wrap account that gives the advisers and dealer groups that use it access to a rewards-based equity program....

Financial planning

Zurich rolls out risk management tools

Zurich Financial Services Australia has rolled out a set of risk management tools designed to help financial intermediaries meet new obligations under the Financial Servi...

Financial planning

Butler takes over as Zurich chief

Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...

Financial planning

Assirt gives three stars to Zurich funds

Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...

Financial planning

Tower enhances credit union alliance

Tower has created Tower CU Alliance (TOCUA), a new business to channel its wealth creation products into the more than three million strong member base of Australian cred...

Financial planning

Bridgeport plans for next level of advice

Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...

Life/Risk

Insurance industry treads warily to recovery

Not since Desert Storm a decade ago has the insurance industry had to seriously consider warlike activities, let alone a disaster of the nature that occurred in the alleg...