Latest news for Financial Advisers from Zurich

Latest adviser news: Investment Insights

December 21, 2016

We’re wrapping up a BIG year

I know I’m not the only one who’s not quite sure how to sum up 2016. Talk about a big year. From the unbelievable win by US President-elect Donald Trump, to the historic decision on Brexit, it was a year of seismic global power shifts. Closer to home, it was a win for the sharing economy with Uber finally being legalised, and yet another interest rate cut for the national economy.

December 21, 2016

Taking five with our latest industry leaders: What has shaped your advice philosophy?

It’s said that major life events influence the core behaviours that affect the financial decisions we make for the rest of our lives. For financial advisers, this is no different.

December 21, 2016

Making fundamental wealth creation great again

Cast your mind back to the start of this year. Global equity markets were off to one of their worst starts in history.

December 21, 2016

Is AI heralding the advice business of the future?

Imagine that time travel is possible. Take a trip back to the late 1700s – a time when the world was just starting to emerge from a permanent power blackout. Long distance communication is a painfully slow, unreliable process, and work is often performed at home – without the handy assistance of Skype or email.

December 21, 2016

A Framework for Risk - Lazard Asset Management discusses the real risks facing investors today

Any investment carries risk, but what are the real risks, or the risk of losing money, currently facing investors?

December 21, 2016

Important changes to ZSP/ZABP products in 2017

The PDS for the Zurich Superannuation Plan (ZSP) and Zurich Account-Based Pension (ZABP) have been updated, with an effective date of 1 January 2017.

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