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Showing 251 - 260 of 379 results for "Safeguard"

Morrison unveils open banking framework

KARREN VERGARA  |  MONDAY, 12 FEB 2018
The Federal Government's final report into open banking details 50 recommendations on how the new regime can succeed and ultimately empower consumers. Last week, Treasurer Scott Morrison unveiled a list of proposals covering the regulatory framework ...

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
Financial advisers must work closely with female clients to devise strategies to safeguard their retirement savings in the event of a career break. Insight from a recent REST Industry Super survey shows career breaks are costing women at least $160,000 ...

Banks can take lead on financial inclusion

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
Innovative non-bank institutions will fill the financial inclusion gap in Asia Pacific if traditional banks do not secure an estimated $110 billion in untapped revenue. This is a key point from the latest EY report on financial inclusion - a term which ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... ensuring greater rights, Wealth Planning Partners' Amanda Cassar is adamant estate planning documents must be reviewed to safeguard those rights. Financial advisers must remember that, for certain superannuation funds, a binding death benefit nomination ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
The gamification of risk profiling is rising in Australia with the launch of a platform already being used by several advice groups. United States-based behavioural economics, decision science and financial technology firm Capital Preferences has developed ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... the University of Oxford. It looks at how industry participants can work together to close the underinsurance gap and safeguard financial security. The report shows that while formal, theory-based financial literacy programs are gaining popularity in ...

Cyber-security fears strike industry: Research

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... lessen the burden of laborious compliance tasks, while one-in-three (37%) are investing in data analytics and big data to safeguard sensitive data. More than half of the leaders (55%) also called on the regulators to work collaboratively with them in ...

US recommends asset manager stress tests be removed

DARREN SNYDER  |  FRIDAY, 27 OCT 2017
... global leaders in promoting vibrant capital markets and diverse investment opportunities, and ensuring Americans can safeguard themselves, their property, and their businesses against unexpected events." Investment Company Institute president and chief ...

Stressed Aussies increasingly tempted to access advice

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
More Australians are seeking financial advice as they become increasingly less financially resilient, with latest research showing about 69% of adults experienced significant levels of financial stress last year. This is a key finding from research ...