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Showing 11 - 20 of 209 results for "Financial Wellbeing"

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... financial education to build their confidence to make smart decisions with their wealth and enhance their financial wellbeing," Edwards said. Meantime, AMP's head of portfolio design and management Stuart Eliot placed more emphasis on changing global ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... the Super Specialist program provides general insights to members seeking more information to benefit their financial wellbeing. According to CSC financial planning manager Martin Gee, some 85% of appointments have resulted in members feeling more confident ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... same time, advised Australians report higher satisfaction, stronger advocacy, and greater improvements in financial wellbeing. It appears that women may be more affected by financial pressures, the survey reveals, as a slightly higher proportion of women ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
... cash. "It is a problem for individuals because not investing harms their long-term financial resilience and financial wellbeing. It is a problem for our industry because you are not getting funds under management that make you money," he said. Further ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... leadership roles throughout the financial services sector. Most recently she was head of advice delivery at AIA Financial Wellbeing. She has also held roles at Commonwealth Bank, Crowe Horwath, Westpac and Barclays. Godfrey's team will be responsible ...

Actuaries Institute makes proposal to close advice gap

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... Australians must have access to and receive HGA that is suitable for their needs and contributes to enhanced financial wellbeing." The discussion paper proposed a principles-based HGA framework to apply broadly to how financial institutions help consumers ...

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
... Australians say they are tangibly better off because of their adviser. The top reported benefits include improved financial wellbeing, peace of mind and time saved on financial decisions. "Good financial advice isn't just about the numbers. It's about ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... that mirrors a financial adviser offering personalised strategy and product recommendations. He adds that financial wellbeing and the role of a coach are critical to its success. Underpinning that is the technology. "The technology is going to be ubiquitous. ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... shared innovation between our teams so far has been outstanding." In addition, Bravura has partnered with AIA Financial Wellbeing to build its first digital insurance needs analysis tool. Using Bravura's Midwinter technology, the tool will enable AIA ...

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
... financial advice in Australia. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate in industry-based activities, community-based projects and/or other initiatives designed to promote the ...