POWERED BY MOMENTUM MEDIA
ZURICH
Financial planning
Australia’s life insurance industry has failed to realise the full benefits of e-commerce and risks being swamped by its Internet savvy competitors....
Financial planning
Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....
Financial planning
Education providers are scrambling for position to exploit opportunities raised by the Financial Services Reform Bill....
Financial planning
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...
Financial planning
Former Bleakleys chief executive officer Tony Ash has moved back into mainstream financial services, joining Zurich Financial Services as Queensland state manager....
Financial planning
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....
Financial planning
Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....
Financial planning
Zurich Financial Services is to launch a more focussed range of funds as part of a restructure of its product range....
Financial planning
BT institution Steve Newnham is leaving the group after 13 years to head up distribution at Zurch Financial Services....
Financial planning
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...
Financial planning
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....
Financial planning
BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....
Financial planning
BT Funds Management has topped the latest InTech performance survey for pooled superannuation trusts (PSTs)....
Financial planning
Zurich Financial Services is to concentrate on organic growth to further develop its Australian business....
Financial planning
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...
Never miss the latest news and developments in wealth management industry
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...