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ZURICH
Life/Risk
Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....
Financial planning
Social media may help to build strong professional relationships - but it is crucial for financial advisers to have in place an online strategy to avoid overstepping pers...
Financial planning
We know what challenges lie ahead, but how will financial advisers handle them? Zurich's Philip Kewin sets out to gauge their readiness....
Financial planning
With a huge number of Australians facing retirement in the next few years, advisers need to find strategies that do not rely solely upon cash rates or a rise in local mar...
Editorial
Zurich's Angus Crennan argues that traditional defensive assets are no longer delivering the desired results. So, what is the future of the current “safe havens”?...
Financial planning
Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Funds management
Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....
Financial planning
With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....
Life/Risk
The life risk market has again recorded double-digit growth, with premium inflows rising by 11.9 per cent over the 2011/12 financial year, according to research from Plan...
People & Products
Former Zurich Investments business development manager Caitriona Wortley has joined Equity Trustees Limited as key account manager - NSW....
Funds management
Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....
Financial planning
To understand the role of social media in financial planning, advisers should look at the fundamental drivers of success in their industry. Social media is not a new conc...
Financial planning
If technology providers can come to the table, the provision of scaled advice may soon take the form of a 'co-browsing' function designed to better engage clients in the ...
Financial planning
Financial advisers are overlooking the opportunity to grow their referral networks with social media, according to Zurich Financial Services' Marc Fabris....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...