ZURICH
Financial planning
Associated Planners shareholders have given the green light to the purchase of 20 per cent of the group by Zurich Financial Services Australia....
Financial planning
Financial planners have different levels of needs and sophistication for their Web sites, according to The Hiser Group Victorian general manager Shane Morris....
Financial planning
Zurich Investment Management has been given a three star rating in its first qualitative rating by Morningstar....
Financial planning
The growing need for income protection insurance has also caused a marked increase in the number of products available to consumers. JOHN WILKINSON takes a look at some o...
Life/Risk
Financial planning groups are lining up to launch their own risk insurance master trusts. ...
Financial planning
Zurich Financial Services Australia chief executive Malcolm Jones has been given the nod by Zurich worldwide to take on the top regional job for the group....
Financial planning
Zurich Financial Services strategic alliance manager Rod Hudson has been promoted into the newly created position of national sales manager....
Financial planning
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....
Superannuation
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products. Superan...
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...
People & Products
Andrew Wheeler’s 15 year tender as the face of Lonsdale is about to come to an end as he takes a step back from day-to-day management of the dealer group....
Financial planning
Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....
Life/Risk
Australia’s life insurance industry has failed to realise the full benefits of e-commerce and risks being swamped by its Internet savvy competitors....
Financial planning
Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....
Never miss the latest news and developments in wealth management industry
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...