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Showing 261 - 270 of 456 results for "Financial Literacy"

CFAs told ASIC is for the consumer

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... winning customer trust and confidence, Medcraft said investors' and financial consumers' behaviour is driven by financial literacy - including knowledge, skills, attitudes, and behavioural biases. He said it was ASIC's role to provide education and tools ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... been posted, and the website has entered a partnership with the Association of Financial advisers to publish a financial literacy magazine. "Adviser Ratings is allowing consumers and their advisers to become more engaged through our independent, transparent ...

Elliott new CEO at ANZ

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
... has also been instrumental in establishing ANZ's values-led culture and has been a leader in diversity and financial literacy." Given Smith's knowledge and contacts in the region, ANZ will employ him on a 12-month services agreement from 11 July 2016 ...

IOSCO releases retail investor education report

ALEX DUNNIN  |  THURSDAY, 17 SEP 2015
... The purpose of the report was to craft a framework for regulators to follow regarding investor education and financial literacy initiatives. Explaining why this is important, the report notes that "IOSCO members regularly see instances of retail investors ...

Global Financial Inclusion winners announced

STAFF WRITER  |  THURSDAY, 10 SEP 2015
... from among the finalists. The winners were the Going To School program in India that teaches children about financial literacy, the Shanghai F-road Commercial Services program that helps banks provide rural China customers with mobile banking services ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... criteria. Client surveys can be generated on an adviser's mobile device and are designed to assess clients' financial literacy across multiple areas, including insurance, estate planning, superannuation and investments. "For advisers, having an automated ...

Regulators put super funds on notice

DARREN SNYDER  |  TUESDAY, 8 SEP 2015
... recommendations from the Financial System Inquiry (FSI). Fitzpatrick said ASIC has had an increasing role in promoting financial literacy to ensure consumers are confident in making decisions about their retirement savings. "Such decisions with long-lasting ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... and you were happy to fork out $20 for brokerage, but no one wants to do that anymore." Boles believes the financial literacy education component of the WealthEnhancers advice model is also driving clients towards managed accounts. "Education pushes ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
... involves and how valuable it is." The award criteria include assessment of the candidates' contributions to financial literacy in the community and campaigns targeted specifically at helping female clients take control of their financial lives. In making ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... likely to come to you than look through a broad range," Slattery said "The younger ones are interested in the financial literacy side but they are not generally interested in having access to roles and responsibilities." She said advisers reported an ...