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Showing 391 - 400 of 538 results for "Wellbeing"

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... is our desire to put the consumer at the centre. "To increase financial literacy will have a positive impact on the wellbeing of individuals, families and communities right across Australia." She said about 3.2 million Australian households have a mortgage ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Australia chief executive Tim Bailey said: "A vibrant, growing, respected financial advice profession is vital to the wellbeing of everyday Australians, and we believe that by showcasing and sharing the best practices exhibited by all our finalists ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... becoming a profession isn't enough, it's necessary but it won't create the catalyst for people to take their financial wellbeing seriously. We believe this needs to be done in parallel with a consumer movement to make meaningful change," Donat said. ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Bineham's decision to share his experiences in developing a mechanism to get more Australians engaged with their financial wellbeing at this year's AFA National Adviser Conference. "Australians are in need of financial advice more than ever. ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... let anyone 'should' about you." AFA CEO Phil Kewin goes onstage and talks about the importance of mental health and wellbeing. "Many financial advisers run small businesses so you have the stresses of a small business owner," he said. The association ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... the financial planning profession and how FPA members can help Australians save and invest to improve their financial wellbeing and build a better future. We look forward to celebrating this special day with the global financial planning community," ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... is to be the counsellor to your clients on probably the most important thing in their life - which is their financial wellbeing and their children's financial wellbeing," Douglass said. "I'd argue that if you think of your business as a model where you ...

AIA acquires CBA life insurance businesses

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... quality products and services for all their financial needs is core to our vision of securing and enhancing financial wellbeing. We have said for some time that while distributing life insurance is a fundamental part of that strategy, we were open to ...

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... millennial customers are re-shaping the traditional 'Australian Dream' as they place more emphasis on lifestyle and wellbeing over traditional goals such as owning a house or car," the report said. "These preferences extend to the value they place on ...

Centrepoint Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... supporting its advisers in delivering quality client outcomes. "Our strategy is built on the belief that our clients' wellbeing is at the core of who we are and what we do. Our focus is on delivering innovative solutions to our advisers to support their ...