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Showing 241 - 250 of 456 results for "Financial literacy"

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients ...

Australians overconfident when it comes to income risk

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... protection gap between Australia and other countries was most likely the result of a mix of overconfidence and poor financial literacy. "The gap is wider in Australia than we think it is in other markets and that's driven by financial literacy, it's ...

Greater financial literacy key to improved adviser reputation

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
A higher level of financial literacy among consumers is key to improving the reputation of financial advisers, according to new research from Zurich Financial Services Australia. A survey of 227 advisers active in the life advice industry conducted ...

Super gets reality check on engagement

DARREN SNYDER  |  FRIDAY, 22 JUL 2016
... funds attempt more sophisticated levels of engagement with members. As part of a $120,000 research grant from Financial Literacy Australia, Choice has focused on the consumer groups of young adults, mothers and pre-retirees. Kirkland said themes arising ...

Time to review MySuper effectiveness

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
... adviser commissions have been removed, this has not always meant a decrease in premium rates. Concerns over financial literacy and education for members and its cost will also be discussed. Workplace Super Specialists Australia (WSSA) is an association ...

Indigenous super event expands to Melbourne

MARK SMITH  |  TUESDAY, 21 JUN 2016
... October. The event has been expanded following the success of the inaugural event in 2014, which was awarded a Financial Literacy Australia Award under the highly commendable category. The event is supported by sponsors CBUS and NCIE, major sponsor AustralianSuper ...

Align with super's purpose, not politics

DARREN SNYDER  |  FRIDAY, 17 JUN 2016
... federal government changes to taxation must realign their focus with super's purpose. BT Financial Group head of financial literacy and advocacy, Bryan Ashenden, said as the financial year closes SMSF investors should be setting themselves up for the ...

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
New research suggests that financial education from a financial adviser leads to increased confidence, empowerment and minimises the negative effect of thinking about money on health and wellbeing. The whitepaper, Money, wellbeing and the role of financial ...

Advisers beware the uncomfortable truth of the ageing brain

MARK SMITH  |  FRIDAY, 13 MAY 2016
... Investing skills can start to decline sharply in one's 60s and 70s," said the report. "Regrettably, even as financial literacy and numeracy scores start to go down, self-assessment remains intact. The result is a relative increase in overconfidence. ...

Super funds encouraged to collect indigenous data

DARREN SNYDER  |  TUESDAY, 29 MAR 2016
... screaming out at you right now because they want to know this information," Young said. The foundation provides financial literacy training and one of its remits is to attract indigenous people to work in financial services. Young said of about 200,000 ...