ZURICH

People & Products

Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....

Financial planning

Far from being a threat to advisers, those financial service providers with a strong track record in the direct business often bring the same levels of service to adviser...

Financial planning

Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....

Financial planning

Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...

Funds management

1st: Colonial First State 2nd: IOOF Group 3rd: State Super Financial Services...

Life/Risk

Difficulties in matching product features with client needs in complex areas of risk coverage like trauma mean advisers should seek specialist alliances, writes Pauline F...

Financial planning

One of the keys to growing your business without sacrificing your personal life is to provide a wider range of services to fewer clients, writes Robert Ossey....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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