Zurich Risk Adviser Sentiment Index shows adviser optimism

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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 of the sentiment tracking research, conducted in December 2012, found an increase in the index, driven largely by improved adviser sentiment towards the current regulatory […]

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Adviser appetite for international funds on the rise

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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 of more than 100 advisers also found that almost 70 percent of advisers will increase their clients’ allocation to international equities in the next six […]

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Newly launched Zurich fund turns global volatility to its advantage

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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 access to global equity markets, with enhanced levels of income and reduced downside risk.  Zurich General Manager Retail Life and Investments, Mr Philip Kewin, said […]

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Zurich infographic shows real picture on Australian advisers and social media

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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 social media and new technology. In announcing the launch of the infographic, Zurich’s General Manager Retail Life and Investments, Mr Philip Kewin, said “Infographics are […]

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

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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 to turn to the guidance of a trusted adviser. In fact, according to research conducted by Cameron Research Group, Gen YBOs are quite dependent on […]

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Zurich boosts retail risk team

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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 position of National Account Manager. In this role and in her previous roles in the financial services industry, including senior positions with MLC and ING […]

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New research: Adviser usage of eApplications levelling out

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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 life and investments business in Australia (Zurich) shows that around one third of all advisers are still submitting less than 10% of life insurance applications […]

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Zurich sells Lonsec to Financial Research Holdings

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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 Research Holdings, Mr Mark Carnegie, said, “Lonsec is the leading brand in the investment research sector. This acquisition represents the first part of a growth […]

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Tips from the Top:Business advice through Zurich YouTube channel

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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 on marketing, technology and client care To mark the opening of nominations for the 2011 AFA Adviser of the Year award, Zurich Life & Investments […]

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