ZURICH

Financial planning

Zurich Australia has extended its product offering with the introduction of the Zurich Investments Global Equity Income Fund....

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Financial planning

Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...

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People & Products

CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...

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Financial planning

A vast majority of financial advisers surveyed by Zurich are looking to re-balance their clients' portfolios to hold less cash in the next 12 months....

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Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

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Funds management

The majority of Australian REIT managers outperformed the index over the past 12 months, although performance suffered as a result of global uncertainty, according to Zen...

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Financial planning

Zurich Investment Equity Income Fund and the Colonial First State Wholesale Australian Equity Income Fund have both been awarded a 'highly recommended' rating in Lonsec's...

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Financial planning

Shane Doyle has officially resigned from his position as chief executive officer, general insurance at Zurich Australia, taking a job with UK-based Dual Group....

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Financial planning

WHK has overhauled its risk APL, removing Comminsure and MLC while adding BT Life and Asteron to the existing stable of TAL, Zurich and Macquarie Life....

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Life/Risk

The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...

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Financial planning

Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....

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Financial planning

Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....

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Editorial

In this excerpt from Lonsec’s Australian Equities Large Cap Sector review, Lin Ngin writes the last 12 months have seen unusual trends emerge in the Australian equities l...

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Financial planning

Matthew Drennan's role as executive general manager investments at Zurich has been made redundant in what the company called an internal restructure of the business....

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Financial planning

Matthew Drennan's role as executive general manager investments at Zurich has been made redundant in what the company called an internal restructure of the business....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 1 week ago

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

5 months 1 week ago

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

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 3 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago