New Bendigo Wealth division builds capacity in IFA market

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Bendigo Wealth announces the appointment of two Regional Managers to lead the Distribution team and play an instrumental role in forging the holistic product and service solution for the IFA market.

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AFS Group Announces Appointment of Jim Ivester, Regional Manager WA & SA

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Australian Financial Services Group Limited’s (AFS Group) Group CEO and Managing Director Peter Daly, has announced the appointment of Jim Ivester to the role of Regional Manager for Western Australia

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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

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The changing face of the risk environment

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Direct Risk the big winner as industry ‘comes of age’ According to Rice Warner Actuaries’ latest Direct Life Insurance Report, Australia’s direct life market has experienced growth over the past

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BOSI strengthens local expertise in syndication market

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BOS International (BOSI) has boosted its capability and strength in the syndication market which services the corporate, project and acquisition finance markets. Simon Ewing has been appointed as Head of

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Beaton Consulting: adviser sentiment on the banning of risk commissions

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Beaton Consulting survey advisers on the banning of life risk commissions x The Beaton IFA Market Pulse is a quarterly survey among financial advisers in Australia. The survey provides a platform

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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

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NZ investment symposium presented to support Christchurch financial advisers

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Pillars for Building Better Quality Portfolios   The New Zealand Investment Symposium is being presented by an exceptional faculty of Australian investment experts visiting Christchurch this week, exclusively to support

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Shane Moore: 10 Ways to Improve Your Financial Advice Business Today

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1. Get a Website This one is the most obvious of all. If you don’t have a website, you are wasting possibly the biggest opportunity available to bring in new

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Niche Marketing and defining your perfect client

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Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday

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