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Showing 61 - 70 of 187 results for "Zurich Financial Service"

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
Users of the AdviserLogic platform will have access to Zurich Financial Services' daily data feed service as a result of a partnership between the two companies. The service automatically updates client and policy information to the financial planning ...

Zurich fills life risk role from within

ALICE URIBE  |  WEDNESDAY, 12 MAR 2014
Zurich Financial Services Australia Limited (Zurich) filled the regional sales manager life risk for Victoria and Tasmania position after promoting Andy Marshall, to the national role of Head of Sales strategies and research, life risk. Khanh-vy ("KV") ...

Zurich makes further additions to Life Risk team

MARK SMITH  |  WEDNESDAY, 5 FEB 2014
Zurich Financial Services Australia (Zurich) has appointed two senior Life Risk underwriters. Former OnePath underwriter Tran Rogers has joined Zurich's Adelaide office while Ian McGregor will be based in Sydeny. Rogers has more than 12 years' experience ...

Zurich appoints national head of sales

MARK SMITH  |  WEDNESDAY, 15 JAN 2014
Zurich Financial Services Australia (Zurich) has appointed Andy Marshall head of Sales Strategies and Research, Life Risk. He will be responsible for developing, promoting and delivering Zurich's life insurance proposition in conjunction with distribution ...

Advisers coming round to social media

JAMES FERNYHOUGH  |  TUESDAY, 5 NOV 2013
Financial advisers are increasingly using social media to interact with their clients, according to a report commissioned by Zurich Financial Services Australia (Zurich). The survey, conducted by Beaton Research, found that 34.5% of advisers are actively ...

Zurich awards Presima global REIT mandate

MARK SMITH  |  MONDAY, 17 JUN 2013
Montreal-based global listed real estate boutique fund manager Presima has been awarded a $63 million mandate by Zurich Financial Services Australia (Zurich). Presima chief executive Peter Zabierek said he was extremely pleased Presima would be managing ...

Advisers' Twitter usage doubles in 18 months

MARK SMITH  |  FRIDAY, 31 MAY 2013
Growth in social media usage by Australian financial advisers has far outstripped the growth experienced in the community overall, according to new statistics from Zurich Financial Services Australia (Zurich). Zurich general manager of life and investments ...

GSAM builds third party distribution team

STAFF WRITER  |  THURSDAY, 9 MAY 2013
Goldman Sachs Asset Management (GSAM) has expanded its third party distribution team with the appointment of former Waratah's rugby player Ben Daly as key account manager for New South Wales and Queensland. This follows the appointment of Jessica Jones ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
Finalists of this year's awards and their supporters packed the Grand Ballroom of Shangri-La Hotel in Sydney to celebrate last year's most innovative and successful website and marketing campaigns. This year's awards focussed on the theme of success ...

Zurich launches automated risk data feed

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
Zurich Financial Services announced this week the launch of automated risk data feeds for advisers, which is available through the XPLAN financial planning program. Advisers can use this tool to access in-force policy and client information, which is ...