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Everything from Zurich Financial Services Australia

Increased focus on efficiency likely to be real legacy from FOFA

From Zurich Financial Services Australia

A survey of financial advisers (commissioned by Zurich Australia) has found the single biggest expected outcome – and most likely legacy of the upcoming FOFA reforms – is an increased

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04 Feb 2013

Zurich Risk Adviser Sentiment Index shows adviser optimism

From Zurich Financial Services Australia

The latest measurement of the Zurich Risk Adviser Sentiment Index has shown an overall uptick in sentiment amongst financial advisers active in the Australian life risk market. The third round

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25 Jan 2013

Adviser appetite for international funds on the rise

From Zurich Financial Services Australia

Zurich’s investment business in Australia has released survey results that found the overwhelming majority of advisers are expecting positive returns in international markets in the next 12 months. The survey

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26 Sep 2012

Newly launched Zurich fund turns global volatility to its advantage

From Zurich Financial Services Australia

Zurich Australia has announced the latest addition to its suite of investment funds with the introduction of the Zurich Investments Global Equity Income Fund. The Fund is designed to provide investors

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10 Jul 2012

Zurich infographic shows real picture on Australian advisers and social media

From Zurich Financial Services Australia

Zurich’s Australian Life and Investments business (Zurich) has tapped into the exploding popularity of infographics, using this technique to depict findings from its extensive research into financial adviser usage of

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05 Jul 2012

New research: Gen Y shun online when it comes to buying insurance

From Zurich Financial Services Australia

Despite a preference for researching and buying many products and services online, when it comes to insurance for themselves and their business, most Gen Y Business Owners (Gen YBOs) prefer

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18 Oct 2011

Zurich boosts retail risk team

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has appointed Mrs Kristen Lennis-Harvey to the role of National Key Account Manager, Retail Risk. Mrs Lennis-Harvey joins Zurich from CommInsure where she held the

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04 Oct 2011

New research: Adviser usage of eApplications levelling out

From Zurich Financial Services Australia

New research shows the adviser penetration of online application facilities (eApps) for life insurance to be levelling out. A survey conducted by Beaton Research and Consulting on behalf of Zurich’s

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18 Aug 2011

Zurich sells Lonsec to Financial Research Holdings

From Zurich Financial Services Australia

Financial Research Holdings and Zurich today announced the sale of Zurich subsidiary Lonsec Limited, a leading research and stock broking business, to Financial Research Holdings. x A spokesman for Financial

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09 Jun 2011

Tips from the Top:Business advice through Zurich YouTube channel

From Zurich Financial Services Australia

Adviser of Year Finalists help launch Zurich YouTube channel Launch marks opening of nominations for 2011 Adviser of Year award Channel launched with ‘Tips from Top’ series with adviser tips

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01 Jun 2011

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]