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Showing 91 - 100 of 463 results for "financial literacy"

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... portfolio professionally managed for them by Lifespan. The product will give users access to a regular feed of financial literacy and educational content in the form of articles and videos. Lifespan chief executive Eugene Ardino said the company was ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... board. Brodeski said the company wanted a tool that would enable it to deliver advice to clients no matter their financial literacy. "We found what we were looking for in Lumiant and are lucky to have the opportunity to invest in the company's future," ...

Finalists announced in 2022 MAX Awards

JAMIE WILLIAMSON  |  MONDAY, 2 MAY 2022
... the important role these sectors play in educating the public and creating change, including increasing the financial literacy of consumers. This year, the awards feature 105 finalists across 21 categories including Agency Campaign of the Year, Agency ...

Regulators fret over hobby traders

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 MAR 2022
... the upside, the regulators are still concerned that those participating in retail trading may not have enough financial literacy to properly assess the risk inherent in the investments they are making. They are also concerned certain trading patterns ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
... budget adviser, an investment specialist, and an education partner - all essential components to improving financial literacy and empowering women to make financial decisions," Conte said.

ASIC considering more action on Sterling collapse

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... and services. "On this recommendation we note that ASIC and Treasury already invest a considerable amount in financial literacy and consumer awareness work, including through Moneysmart. However, we are reviewing the financial literacy material in light ...

Foundation rolls out financial literacy program for students

CHLOE WALKER  |  THURSDAY, 10 FEB 2022
Ecstra Foundation has launched a financial education program for schools, to help Australian students learn key money lessons early on. Ecstra's 'Talk Money' program is available for students from years five to 10, offering classroom workshops delivered ...

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
... advisers. Similar to Australia, the survey found that crypto and ethical investing, as well as the need for financial literacy are on the rise in the US. The low interest rate environment is forcing investors to find better returns; 64% of advisers are ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
A financial advice firm is tackling high school graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online ...

The dark side of super switching: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 DEC 2021
... savings over the long term. "We partnered with Griffith University to better understand the relationship between financial literacy, access to advice, and decision making by superannuation members. What we found: during market downturns, people believe ...