Zurich

Financial planning

Ensuring the long-term success of your financial advice practice

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Funds management

Money Management/Lonsec Fund Manager of the Year 2013 results

Hyperion Asset Management was crowned this year's Money Management/Lonsec Fund Manager of the Year – one of the very few boutiques to have ever been selected as a finalis...

Funds management

The team that stayed and won

Zurich won first place in the property and infrastructure category of this year's Money Management/Lonsec Fund Manager of the Year awards off the longevity of its investm...

People & Products

Zurich Life appoints Philip Anderson as chief underwriting officer

Zurich has appointed Philip Anderson as chief underwriting officer, life and investment, Australia....

Financial planning

Dealer groups urged to measure adviser satisfaction

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

Editorial

A guide to derivative equity income funds

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

Financial planning

Finding the efficiencies to add value to your financial planning practice

Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...

Financial planning

IOOF launches SMSF insurance initiative

IOOF has partnered with Zurich Australia Limited to launch a new product targeted at SMSF clients....

Life/Risk

Advisers worried about Choosi

A group of financial advisers has taken to social media to raise concerns that insurance comparison website Choosi is misrepresenting its services to clients and leading ...

People & Products

Zurich makes strategic hires

Zurich Financial Services has bolstered its life and investments team with two strategic appointments....

Life/Risk

Direct life insurance – a friend or foe of financial advisers?

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

Financial planning

Learning from the best in financial planning

Zurich's Marc Fabris outlines some of the key trends he has seen emerge in financial planning businesses over the last decade, and how to make the most of them....

Financial planning

Adviser FOFA sentiment more positive, survey finds

A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....