Genesis in search for next international fintech sensation

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The University of Sydney Business School, which has been closely associated with some of the nation’s most successful financial sector startups, including AfterPay, Lendi and Prospa, has launched a fintech specific competition under its highly respected Genesis umbrella. The 11 year old Genesis program, which supports startups through mentoring, assistance with media exposure and prize […]

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Future female investors shine in new National Investment Competition

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Students from Australia’s leading universities have blown away industry veterans at the first national student investment competition run by Future IM/Pact – an industry initiative aimed at attracting more diverse talent into investment teams. Held last night at Bloomberg’s Sydney headquarters, the final round of the 2019 National Investment Competition pitted teams of four students […]

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Insurance alternatives (Part 2: parametric insurance)

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Following on from our last post about insurance alternatives, in this post we outline what parametric insurance is and how it can help you in a hardening insurance market. What is parametric insurance? Parametric insurance pays out a pre-agreed amount when a ‘trigger’ event happens. The amount is paid regardless of whether you have suffered any loss […]

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Top teams chosen from record field to compete in AMP University Challenge finals

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The top 5 entries have been selected from students around Australia to compete in the 2019 finals of the AMP University Challenge. A record 213 students entered the 2019 competition, now in its ninth year. The competition seeks to promote emerging talent among the next generation of financial advisers and drive higher professional standards in […]

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Zenith Celebrates Excellence at the 2019 Fund Awards

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Zenith Investment Partners’ annual Fund awards took place last week at the Ivy Ballroom in Sydney. The awards recognised excellence in funds management across all major asset classes and disciplines, which is fundamental to raising the standards of funds management for the ultimate benefit of investors. Magellan Asset Management took out top honours as Fund […]

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CPD: Welcome aboard – the importance of nurturing new client relationships (Part two)

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In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a sound client onboarding process and looked at the first three steps to develop or redefine a client onboarding process. In this second part, we explore further practical steps you can take to either formulate a […]

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The rise of insurance alternatives (Part 1: An overview)

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The insurance market is hardening which means customers can’t always find traditional insurance solutions for their risk. This has increased demand for insurance alternatives with greater flexibility and a wider range of solutions for ‘hard to place risks’. This is the first in a four part series of blogs exploring alternatives such as parametric products, […]

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Schroders Global Investor Study: Sustainable investment ambitions fail to reflect actions

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The proportion of people who are investing sustainably is significantly lagging those who are interested and would like to invest, indicating that a gap exists between investors’ intentions and their tangible actions, according to the latest Schroders Global Investor Study 2019. The survey of over 25,000 investors across 32 locations around the world has found […]

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Return of the mutual model needed for an industry that has lost focus & sense of purpose 

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Although it’s impossible to undo the failures of history, there is hope for the future of financial services with a modern-day adaption of the mutual life insurance model to restore much-needed certainty, trust and confidence to the insurance sector. For nearly 150 years the financial services industry in Australia prospered immensely from the life insurance […]

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Helping one of your children with a home deposit

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More parents are contemplating helping children enter the home market. Whilst the banks are starting to relax their lending criteria, with the now sky high prices of real estate in the major capital cities, the “Bank of Mum and Dad” is still very much in demand. But don’t just give them the money! There are […]

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