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Showing 191 - 200 of 214 results for "Financial Wellbeing"

Instos offer advice at a loss to drive product sales: EY

LAURA MILLAN  |  TUESDAY, 9 SEP 2014
... potential conflicts, differing business models or the value of advice, especially in terms of it delivering financial wellbeing or peace of mind. "As a result, the value proposition associated with a highly skilled, well-educated adviser delivering a ...

Australian students get top marks for financial literacy

HARRY PAGE  |  THURSDAY, 10 JUL 2014
... working outside school hours. Understanding concepts such as how to budget and value for money are important for financial wellbeing from a young age and throughout life," Larbey said. However, despite the good performance by Australian students, 10% ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... whom had trusted and banked with us for decades." "We have no tolerance for behaviour that prejudices the financial wellbeing of our customers," the bank said. "CFP is now a significantly transformed business. It has undergone structural, cultural and ...

FPA creates Gwen Fletcher Memorial Award

LAURA MILLAN  |  MONDAY, 5 MAY 2014
... executive Mark Rantall says it "honours and perpetuates Gwen's service to the profession and, by extension, the financial wellbeing of all Australians." The first Gwen Fletcher Memorial Award will be announced on 20 June 2014 and the second will be awarded ...

GenYs shy away from independent, professional advice

LAURA MILLAN  |  MONDAY, 24 FEB 2014
... teach them about the value of financial planning and show them the benefits that come from investing in their financial wellbeing." The survey showed that 34% of respondents from all generations find financial planning daunting, while only 33% trust ...

CBA follows ASIC's lead in Senate submission

LAURA MILLAN  |  MONDAY, 18 NOV 2013
... performance "are firmly in the past" and adds that "CFP has no tolerance for behaviour that prejudices the financial wellbeing of its customers." The bank also defends its compensation policy to clients affected by financial planner Don Nguyen, despite ...

Super likely to fall under Treasury

LAURA MILLAN  |  TUESDAY, 17 SEP 2013
... appointments and hoped that the new government "has a window to develop innovative policies to support the greater financial wellbeing of Australians and those entrusted to maximise their discretionary and retirement outcomes." "We support the inclusion ...

Wealth division contributes to record CBA profits

MARK SMITH  |  WEDNESDAY, 14 AUG 2013
... momentum in all of our businesses, due to the hard work of our people and their commitment to enhancing the financial wellbeing of our customers," Narev said. "So overall, we believe that the underlying conditions for our business in the 2014 financial ...

Election result to shape the industry: FPA

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
... Government "to roll back the marginal electorate rhetoric and pick up the pace on real measures that ensure the financial wellbeing of all Australians is put first." "We seek commitments that the new government will act in the long-term interests of ...

Former Hyperion boss Dr Manny Pohl launches mid cap fund

MARK SMITH  |  TUESDAY, 9 JUL 2013
... they are only temporary caretakers of these funds and that they can make a huge difference to their clients' financial wellbeing," he said. EC Pohl & Co Mid Market Opportunities Fund launched on 3 July 2013 and is available to wholesale investors with ...