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Showing 11 - 20 of 31 results for "Financial Wellness"

Fintech appoints country head

ELIZABETH MCARTHUR  |  TUESDAY, 29 SEP 2020
... we're focused on developing interest and demand for Envestnet Yodlee on use cases related to open banking, financial wellness, account verification and data enrichment, among others." Envestnet Yodlee president data analytics and international operations ...

Non-bank lender winds up fund

KANIKA SOOD  |  THURSDAY, 23 JUL 2020
... fairly priced credit to everyday Australians, alongside our capability to the build and deliver market-leading financial wellness, predicts," Wisr chief financial officer Andrew Goodwin said in a July 15 fillings announcing the AOFM approval. "The Wisr ...

AMP hangs on to AFLPA mandate

KANIKA SOOD  |  MONDAY, 4 MAY 2020
... fees and insurance premiums, investment performance, diversified MySuper portfolios, and AMP's comprehensive financial wellness and education programs, were all identified by the AFLPA as reasons for their decision. "AFL football is an important part ...

Charterhill founder incarcerated

ALLY SELBY  |  MONDAY, 6 APR 2020
... Estate (external administrators appointed), EJ Property Developments (receivers and managers appointed) and Financial Wellness (receivers and managers appointed). ASIC previously banned Nowak from providing financial services in March 2015 after the ...

SMSF property adviser pleads guilty

ELIZA BAVIN  |  MONDAY, 24 FEB 2020
... Charterhill Group, including Lending Solutions International, Nova Real Estate, EJ Property Developments and Financial Wellness.

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... unlocks several benefits in helping clients identify goals and behaviour patterns that ultimately impact their financial wellness. Video personality typing requires clients to record a video of them answering personal questions like what their ordinary ...

Envestnet founder tragically killed

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... evolved, Jud's vision grew, but he was always focused on the end result for the investor, which was enhancing financial wellness and helping advisors drive better financial outcomes and improve lives. "We extend our most heartfelt condolences to Jud ...

Most clients coping with financial stress: Poll

KARREN VERGARA  |  TUESDAY, 29 JAN 2019
... said reducing the stigma around financial stress is also important, as many of those surveyed in AMP's Financial Wellness report cited embarrassment and guilt as a major reason for not tackling their financial woes. "We need to make sure talking ...

Millions of Australian's suffering from financial stress: AMP

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
Financial stress is burdening close to 2.5 million Australians, according to AMP. Releasing its Financial Wellness report this week, AMP said it found two in every five Australian workers faced financial stress during their careers, costing businesses ...

Ignition lifts off in Ireland

HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
... wealth journey. The deal will see Ignition's digital advice platform support the bank's customers with financial wellness and saving, as well as more traditional wealth functions such as investment and insurance advice. For Bank of Ireland, Ignition's ...