Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....

Education providers are scrambling for position to exploit opportunities raised by the Financial Services Reform Bill....

The race for the hearts and minds of financial planners looking to upgrade skills and qualifications has turned up a notch with the entrance of a partnership between Zuri...

Former Bleakleys chief executive officer Tony Ash has moved back into mainstream financial services, joining Zurich Financial Services as Queensland state manager....

Asset managers will need to switch their focus from pre-tax to post-tax returns on equity funds following the introduction of the new Ralph capital gains tax (CGT) rules....

Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....

Zurich Financial Services is to launch a more focussed range of funds as part of a restructure of its product range....

BT institution Steve Newnham is leaving the group after 13 years to head up distribution at Zurch Financial Services....

The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...

Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year....

BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....

BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....

Zurich Financial Services is to concentrate on organic growth to further develop its Australian business....

Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...