ZURICH

Financial planning

Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...

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Life/Risk

Advice professionals give muted okay to life company support services....

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Financial planning

The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....

Financial planning

For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...

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Superannuation

A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...

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Life/Risk

Strong risk sales follow two quarters of falling sales...

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Financial planning

SuperChoice has successfully processed some of its first SuperStream transactions via its SuperGATE Rollover Gateway solution....

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Financial planning

There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...

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Life/Risk

Zurich boss Colin Morgan says upfront commissions have an ongoing place in insurance advice....

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Editorial

Patrick Noble suggests investors should stop overlooking property and reap the rewards from the renaissance. ...

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Life/Risk

A new partnership will see Zurich added as the third insurer to netwealth’s LifeWrap facility....

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Life/Risk

New Plan for Life data paints healthy but mixed picture of life/risk market....

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People & Products

Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....

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Superannuation

Domestic growth assets recorded poor results in May this year, according to Morningstar's Australian Institutional Sector Survey....

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Financial planning

The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago