Latest news for Financial Advisers from Zurich

Latest adviser news: Investments Insightz


June 22, 2017

Theresa May’s risk appetite misfire, lessons from big corporates, and are equities “overvalued”?

Life is made up of an infinite amount of choices. Most decisions, such as what you’ll eat for lunch today, are small and only slightly impactful, but it’s the big decisions—the ones that can change your life forever—that can be tough to make. This is precisely how many Australians feel about their financial future.

June 22, 2017

All Over Red Rover?

The sheer volume of funds flowing into passively managed investments suggests the active versus passive debate has been decided. Earlier this year, the Financial Times reported that “While outflows from actively managed funds have hit a cumulative $1.2 trillion since 2007, overall inflows into index trackers and ETF’s have topped $1.4 trillion over that period.”

June 22, 2017

Rules of Engagement – Learnings from Adviser and Practice of the Year

How do you eat an elephant? We all know the saying, but you may be surprised to find out just how many advisers fail to apply this lesson to their own business.

June 22, 2017

An Antidote to Peak Short-Termism

How do we reconcile between historically low volatility of equity and bond markets, and the flow of potentially unsettling political news, combined with the potential for higher interest rates in the United States?

June 22, 2017

Getting to know… Joshua Drake CFP

The first adviser in our new ‘Getting to Know You’ series is Joshua Drake CFP.

June 22, 2017

Market Update: asset class outlook

In this month’s Market Update Patrick Noble, Senior Investment Strategist, looks at the latest events driving investor sentiment across the major asset classes.

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