ZURICH

Financial planning

The consolidation trend within financial services looks set to continue as activity within the partly Zurich owned Lonsdale and Bridgeport groups pick up pace....

Financial planning

Since its outset, financial services dealer Investor Group Limited has blazed its way along an acquisition trail in the name of distribution expansion and business effici...

Financial planning

Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...

Financial planning

Whispers within the financial services industry seem to suggest that financial planners have something to fear as the financial year ends. However, Kate Kachor discovers ...

Financial planning

Zurich Financial Services has begun operations of an new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

Financial planning

Zurich Financial Services has begun operations of a new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

Financial planning

Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...

Financial planning

Zurich Financial Services has announced it will offer a web based investment product which offers superannuation and personal investments in the same package....

Financial planning

Growth funds have reversed the trend of the past year and outperformed value stocks by 2.1 per cent in January, according to statistics compiled by Intech....

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

BT Portfolio Services and Zurich Financial Services have bagged the lion’s share of Investor Group’s outsourcing of support services for its financial planning division, ...

Financial planning

Zurich Financial Services vice president of fixed interest and foreign exchange Anthony Michael says there are three main themes driving the Australian economic situatio...

People & Products

Former AMP corporate superannuation boss Grahame Evans has been recruited to head up Professional Investment Services’ recently formed consolidator group Professional Acc...

Financial planning

Financial service providers should not be complacent even though the pendulum has swung against dot com businesses according to Advent Software chair Stephanie DiMarco....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago