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Showing 21 - 30 of 454 results for "Wellbeing"

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... its employed adviser channels, Bridges and Shadforth Financial Group, would fall under the newly established Client Wellbeing unit.

TAL offers super funds financial literacy tools for employers

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2023
... into their relationships with employers and employer groups, to augment their existing programs to support employee wellbeing," he said. "Our research shows that increasing an employee's financial literacy is one of the best ways to help them lower their ...

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 ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... improved, or remained steady, across four categories, including finances in retirement, health, quality of life and material wellbeing. This year, Australia came in third for finances in retirement, jumping one spot from fourth in 2022. It came ninth ...

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
... to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results update today, Insignia announced ...

State Super equities lead exits

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
... said. "Whilst collaborative engagement continues to make big strides to reduce negative impacts while growing economic wellbeing, there is an increasing set of investment opportunities that deliver positive impact and return benefits with improving validity ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... (IFS) is partnering with the tech build and design unit of Boston Consulting Group to develop financial education and wellbeing solutions for super fund members. IFS will work with BCG X to "explore how the sector could work together to transform the ...

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 ...