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Showing 11 - 20 of 173 results for "Financial Wellbeing"

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... of financial advice to members and staff of Australian Unity. The "augmented advice group" will support the financial wellbeing of approximately 60,000 Australians. It will manage over $40 billion in funds under advice, $200 million in life insurance ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... latest Financial Freedom study conducted by MLC, most Aussies are actively working towards improving their financial wellbeing. However, a considerable number still require additional assistance to achieve their financial objectives and plan for their ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... journey." "To have created an industry leader and purpose-led culture, driven by an ambition to improve the financial wellbeing of all Australians, is something I'll always be proud of. I know I will leave behind an incredibly talented and passionate ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... operating officer Chris Grice said. "The results are clear, increases in cost-of-living impact older people's financial wellbeing when it comes to meeting expenses, being in control of finances, and feeling financially secure." Among the younger ...

Funds SA selects new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
... honour and a privilege to have been selected to lead Funds SA. "The organisation plays a pivotal role in the financial wellbeing and prosperity of many South Australians, and I am deeply humbled by the responsibility it carries," he said. "I am thrilled ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... announced its refreshed strategy which includes a laser focus on improving client relationships and their financial wellbeing while also continuing the business' simplification. In support of this, Insignia is restructuring to create a Client Wellbeing ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... source that is their super fund. We can do this through an integrated suite of digital-first, human-supported financial wellbeing services leveraging today's rapidly evolving technologies and utilising the changing regulatory landscape to help more Australians ...

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively participate in industry-based activities, community-based projects and/or other initiatives designed ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
... shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively participate in industry-based activities, community-based projects and/or other initiatives designed ...

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
... but we're proud to be changing direction in such a way," Coloretti said. "The opportunity to improve the financial wellbeing of young Australians, in particular, is one that has been embraced by our network." Coloretti said Spark Financial Group ...