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Showing 21 - 30 of 209 results for "Financial Wellbeing"

Nominations open for 2025 Power50

STAFF WRITER | MONDAY, 23 JUN 2025

... the financial advice industry. 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 ...

Coalition names shadow treasurer, financial services minister

ANDREW MCKEAN | THURSDAY, 29 MAY 2025

... forward to working constructively with O'Brien and Conaghan to ensure more Australians are empowered to achieve financial wellbeing," Abood said.

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON | TUESDAY, 13 MAY 2025

... we build a healthy and sustainable financial advice community in Australia to help more Australians achieve financial wellbeing and security." Meantime, Chartered Accountants ANZ chief executive Ainslie van Onselen said his appointment provides an opportunity ...

Labor wins: What super, advice industries want

ELIZA BAVIN | MONDAY, 5 MAY 2025

... Abood said. "Australians are increasingly recognising the vital role that quality advice plays in achieving financial wellbeing. This is a time for genuine policy progress, and we are ready to assist the government in delivering it." Prior to the election ...

Gender parity in financial services an economic imperative

KARREN VERGARA | MONDAY, 10 MAR 2025

... actually want," Chanana said. Jackson sees women becoming increasingly aware of the importance of managing their financial wellbeing and taking steps to take control their finances. "While this confidence may not necessarily translate into investment ...

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI | FRIDAY, 7 MAR 2025

While women are increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals. Fidelity's Next Generation research surveyed over 1000 Australian consumers aged 18 to 59 years old, highlighting ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI | MONDAY, 13 JAN 2025

... individuals and corporate clients, and the acquisition will further strengthen the insurance broker's "financial wellbeing consulting capabilities" in Australia, Arthur J. Gallagher said. Under the agreement, WMP managing partner Steve Beattie, three ...

NESS Super partners for financial advice offering

JAMIE WILLIAMSON | FRIDAY, 20 DEC 2024

... incorporating personal circumstances such as partner assets and debt, offering members a holistic approach to financial wellbeing," NESS Super chief executive Paul Cahill said. "This is a game-changer for our members, providing them with the tools to ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN | MONDAY, 11 NOV 2024

... values with Commonwealth Private Advice, particularly our client-centric approach to managing the wealth and financial wellbeing of sophisticated high-net-worth clients," Chisholm said. "By combining our strengths, we'll enhance our ability to build ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI | WEDNESDAY, 6 NOV 2024

... Google. Milnes said the FAAA stays committed to elevating the profession and will continue to advocate for the financial wellbeing of Australians. "Our own research shows that quality, professional financial advice empowers Australians to build a secure ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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