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Showing 101 - 110 of 367 results for %22Financial Wellbeing%22

Colonial First State seeks MySuper redemption

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... savings of many Australians. It speaks to our core purpose of helping more and more Australians experience financial wellbeing, and in the process, helping them retire with dignity and security." Rainmaker Information executive director of research Alex ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... while Natalie Kleibert will take on the role of deputy chair. Both will oversee PFAN's aim to improve the financial wellbeing of Australians living with serious illness and/or disability by providing pro bono financial advice. Beswick is a senior financial ...

Aussies confident about retirement spending: Study

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
... said: "For many, the pandemic has presented an opportunity to recalibrate their personal finances and focus on financial wellbeing and, due to decreased spending on non-essentials, investors around the world have been able to save according to plan or ...

AFA Foundation supports thousands in need

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
... the face of COVID-19, the AFA Foundation raised just shy of $40,000 in FY21, helping 13 charities in the process. Last financial year, the AFA Foundation received 23 applications for grants and selected nine recipients in addition to its four charity ...

Australia ranked seventh for retirement wellbeing

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... index, developed by Natixis Investment Managers and CoreData Research, is designed to provide a snapshot of the relative financial security of retirees in 44 countries. It ranks countries based on four factors that drive retirement security - the material ...

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
... in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively participate in industry-based activities, community-based projects and/or other initiatives designed ...

North educational hub registers 5000 users

KARREN VERGARA  |  MONDAY, 23 AUG 2021
... more than 25 topics. The topics cover professional and personal development, including practice management, personal wellbeing and resilience, investment, client engagement, technical strategies, and leadership. AMP Australia director of platforms Edwina ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina Sciarrone, who is the chief executive and managing director. Sciarrone has served as the general manager of banca ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... an advice referral arrangement for life insurance to AIA. AIA's new advice business will be called AIA Financial Wellbeing and offer personal advice to customers of the bank with life insurance and simple advice needs, the insurer said. The advice ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... value proposition, the fintech said. The fact find is aimed at engaging the spouse who is not necessarily managing the financial affairs of the couple and instead puts values first. "For a long time, I have been advocating for advisers to move their ...