The business case for corporate social responsibility

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There is a clear link between an organisation’s environmental and social impacts, ethical practices and quality of its corporate governance and its long-term business success. And while corporate social responsibility (CSR) is typically associated with large companies, rather than small businesses, as the need to attract and retain the up and coming cohort of Gen […]

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Get MatchFIT for LIF with the Zurich DIET

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There is a growing concern that advisers are not adequately prepared and lack the knowledge of the remuneration changes due to take effect with the introduction of the Life Insurance Framework (LIF) on 1 January. These are the top findings of a study recently commissioned by Zurich and undertaken by Lewers Research, of around 200 […]

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New research: Evolving workforce and ageing population demand new solutions to financial hardship problem

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Zurich Insurance Group (Zurich), in collaboration with the Smith School of Enterprise and the Environment at the University of Oxford, has published a new report, Embracing the income protection gaps challenge: options and solutions. The study, based on extensive research, outlines practical recommendations to address critical issues and gives insights into how governments, employers, insurers, […]

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Adviser Q&A: Navigating toward the advice practice of tomorrow

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At Zurich, we’ve been partnering with financial advisers for many years to help develop resources and tools, and share best practice thinking to help ensure the continued success of the financial advice profession in Australia. Our research whitepaper, BusinessFIT: Navigating toward the advice practice of tomorrow, is one of the most recent additions to our […]

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Zurich Investments Equity Income Fund upgraded to ‘Recommended’ rating from Lonsec

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The Zurich Investments Equity Income Fund has been upgraded to a ‘Recommended’ rating from Lonsec, reflecting increased conviction in the quality and experience of the co-Portfolio Managers. In its review, Lonsec noted: ‘Lonsec believes that Denning and Callaghan are two of the better options strategists and traders in the Income Specialised sub-sector’ and has conviction in […]

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Are your clients prepared for the cost of survival?

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Australians have never had a healthier standard of living in its relatively short history. Medical advances and technology has come leaps and bounds in the past 20 years, and as we sit on the cusp of the fourth industrial revolution, we can expect this to boom once again, taking us into an uncharted health and […]

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Intergenerational Advice Part 1: the opportunity worth chasing

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Like most developed countries, Australia is facing the challenge of an ageing population. It is estimated that by 2020 there will be more 65 year olds than one year olds in Australia, leading to a complete inversion of the “population pyramid”[1]. This will pose a number of economic problems as the pool of active, productive […]

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Household debt reaches the highest highs: are your clients covered?

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The decision by the Reserve Bank to leave the cash rate on hold for the eleventh month in a row has surprised few. Even more unsurprising may be the news that Australians’ level of household debt has reached historical highs, at 190% of disposable income. These two events are not unrelated. Everyone from the RBA […]

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Zurich Fund wins in AREIT category at the 2017 Professional Planner Zenith Fund Awards

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Zurich Financial Services Australia (Zurich) is proud to announce the Zurich Investments Australian Property Securities Fund (“The Fund”) was awarded ‘Winner’ in the ‘AREIT’ category for 2017 at the Professional Planner Zenith Fund Awards on Friday. Managed by Zurich’s strategic investment partner, Renaissance Property Securities Pty Ltd (Renaissance), the award was in recognition of its […]

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Intergenerational Advice Part 2: building your tribe

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In the first part in this Intergenerational Advice series, we looked at the threat of not having an intergenerational advice strategy – not just for advisers but also for clients, and the resulting risk of familial breakdown, lost assets and a dissipating client base. The fundamental lesson lay in tapping into the Gen X and […]

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