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Showing 31 - 40 of 173 results for "Financial Wellbeing"

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... the advice implementation process, manage their business, and improve their clients' investment outcomes and financial wellbeing," Spittle said. "We have strong momentum in our transformation journey and will continue to invest in, build, and deliver ...

APRA slaps extra conditions on Insignia trustees

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2022
... and systems." The company added that it's confident this process will "support its ambition to create financial wellbeing for all Australians."

New APRA chair named

JAMIE WILLIAMSON  |  FRIDAY, 28 OCT 2022
... and fresh thinking to the regulator." "As chair, I want to ensure APRA continues to effectively protect the financial wellbeing of the Australian community with a strong and stable financial system that underpins the functioning of the economy," Lonsdale ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... Weldon said. "Delivering on this complex program will be another step towards realising our ambition to create financial wellbeing for all Australians."

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... Services (AUPFS) are partnering to offer clients access to a broader set of capabilities focused on enhancing financial wellbeing. AUPFS will deliver strategic and other support to Austbrokers Life, enhancing the quality of advice to end users. Clients ...

Financial literacy in Australia drops by almost 10%

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
... the University of Newcastle surveyed 575 women and 536 men aged from 18-90 years. The joint report titled: Financial Wellbeing and General Life Satisfaction in Australia revealed respondents answered 61.69% of the five financial literacy questions. The ...

FS Power50: Last day to vote

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... 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 ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... continue to grow our superannuation fund," Mota said. "On the other hand, it plays a really important role in our financial wellbeing strategy, through our interactions with looking after people's retirement funds. We think there are other ways we ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... who do not currently receive financial advice. Insignia Financial chief executive Renato Mota said consumer financial wellbeing is dependent on a continuum of support - from a basic household budget to comprehensive financial advice. "We believe innovation ...

FSC announces dual board appointment

CHLOE WALKER  |  MONDAY, 1 AUG 2022
... "I am pleased to take on the role as director of the FSC board as we work together to improve the long-term financial wellbeing for all Australians." Telfer added: "I look forward to working with the FSC board to support representation of our members ...