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Everything from Zurich Financial Services Australia

Megatrends: Technology and the ‘Smart’ Corporate

From Zurich Financial Services Australia

The former CEO of General Electric Jack Welch once said that “if the rate of change on the outside exceeds the rate of change on the inside, the end is

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19 Oct 2015

Zurich partners with global trend experts to launch new video series

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has partnered with global trend spotting network TrendWatching to provide cutting edge insights into the seismic shifts in society and technology that will reshape the

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12 Oct 2015

Zurich partners with Grad Mentor to attract industry’s best and brightest

From Zurich Financial Services Australia

For the second year running, Zurich Financial Services Australia (Zurich) is partnering with talent firm, Grad Mentor to help raise awareness of Financial Planning as a career path for university

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07 Oct 2015

Megatrends: Technology and the connected consumer

From Zurich Financial Services Australia

We live in an increasingly connected world. We’re more informed and more connected to the world around us than ever before. Faster internet, cheaper smartphones, smart wearable devices and the

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29 Sep 2015

Implications for advisers: Duty of Disclosure

From Zurich Financial Services Australia

The decision in the case of Commonwealth Financial Planning Ltd v Couper, where the presiding bench made broader comments about appropriate advice, has significant implications for advisers when advisers, albeit

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22 Sep 2015

Zurich wins back to back awards for outstanding value life insurance

From Zurich Financial Services Australia

In a repeat of last year’s results, Zurich Financial Services Australia Limited (Zurich) has been honoured by Canstar for providing outstanding value in life insurance. In its annual review of

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18 Sep 2015

Megatrends: Asia rising

From Zurich Financial Services Australia

The centre of global economic activity has seen a clear shift away from Developed Markets and towards Emerging Markets since the turn of the century. China has been at the

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15 Sep 2015

Tackling misinsurance – the must have conversation

From Zurich Financial Services Australia

Zurich’s recently released white paper ‘Misinformed, Misinsured?’ has certainly created a stir in the industry by shedding light on the lack of knowledge and understanding Australians have when it comes to

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08 Sep 2015

Zurich provides advisers with robo-advice edge

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has given financial advisers a new way to enhance their client engagement experience with the launch of its new Wealth Index tool. The tool, which

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03 Sep 2015

Zurich appoints Head of Operational Excellence

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Ms. Margaret (Mags) De Almeida to the newly created role of Head of Operational Excellence within its Life

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02 Sep 2015

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]