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Showing 281 - 290 of 456 results for "Financial Literacy"

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
... the areas where I am still striving. I'm very aware that excellence is a journey," McCallum said. "Developing financial literacy with female clients and the confidence to make informed decisions that comes from that knowledge, is an important criteria ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... robustness of advice process, personal adviser qualities, industry contribution and commitment to improving financial literacy. The practice of the year award looks at practice's use of technology, quality of client engagement materials and quality of ...

Throw out relative performance tables: Finsia

MARK SMITH  |  THURSDAY, 11 SEP 2014
... superannuation from "lump sum" to "income replacement" thinking. Second, it will increase the engagement and financial literacy in the community by shifting the focus of superannuation from a pot of gold, and instead focusing on securing adequate retirement ...

Challenger supports default 'MyPension' product

JAMES FERNYHOUGH  |  TUESDAY, 9 SEP 2014
... product would make sense. "Many retirees are disengaged from the superannuation system; they lack sufficient financial literacy and the experience necessary to make good choices themselves; they cannot afford, will not seek or do not trust financial ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... lives for the better" he said. This year's candidates are also being assessed on their efforts to improve the financial literacy of their clients, prospects and the community overall. Philip Kewin, Zurich's general manager of retail life and investments ...

Actuaries Institute to advise FSI on longevity

JAMES FERNYHOUGH  |  MONDAY, 25 AUG 2014
... stability in superannuation, the government should establish an agency similar to the New Zealand Commission for Financial Literacy and Retirement Income. "The benefit of the NZ model," it stated, "is that it is ongoing, maintains a constant eye on the ...

ASIC lowers wholesale investor threshold to $2.5 million

LAURA MILLAN  |  MONDAY, 11 AUG 2014
... University of New South Wales law professor Dimity Kingsford Smith warned that "using wealth as a proxy of financial literacy is suitable in some cases but not in others." As an example, he mentioned that "individuals who suddenly acquire inheritance ...

ASIC announces National Financial Literacy Strategy

HARRY PAGE  |  FRIDAY, 1 AUG 2014
The Australian Securities and Investments Commission (ASIC) has released its National Financial Literacy Strategy 2014-2017, which is aimed at helping Australians become more financially secure. Over the past 12 months, ASIC has compiled the key priorities ...

RBS enters enforceable undertaking

STAFF WRITER  |  TUESDAY, 22 JUL 2014
... Investments Commission (ASIC) has announced. RBS will also voluntarily donate $1.6 million to fund independent financial literacy projects in Australia. RBS is the third institution to enter an enforceable undertaking in relation to the BBSW, following ...

Australian students get top marks for financial literacy

HARRY PAGE  |  THURSDAY, 10 JUL 2014
... students were amongst the top performers in the OECD's Programme for International Student Assessment (PISA) 2012 Financial Literacy assessment, which is the first international study of students' financial literacy. The study assessed the extent of ...