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Showing 51 - 60 of 173 results for "Financial Wellbeing"

New appointments to FSC board

CHLOE WALKER  |  FRIDAY, 10 DEC 2021
... experience to the table," Bryant said. "Their respective talents and dedication to grow and protect the long-term financial wellbeing of Australians will be valued on the FSC board, and we look forward to working with them." The FSC has over 100 members ...

The dark side of super switching: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 DEC 2021
... Global Financial Crisis of 2008, just 6% switched options. These switches were often poor choices in terms of financial wellbeing and the growth of members' retirement savings. The research identified a 50% increase in poor superannuation switching decisions ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... report, titled 'Retirement: The now and the then' identifies best practice principles for improving clients' financial wellbeing and retirement satisfaction. Fidelity head of client solutions and retirement Richard Dinham said that more Australians are ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... strategist Eleanor Creagh departed in August to join REA Group as a senior economist. Former IOOF Holdings national financial wellbeing manager David Harvie also joins Saxo as head of direct sales. "I'm looking forward to sinking my teeth into this new ...

Commonwealth Financial Planning to shutter

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
... Commonwealth FP and 100% of CommInsure Life to AIA. AIA is launching its own financial advice offering, AIA Financial Wellbeing, in December 2021. Commonwealth FP customers with life insurance, superannuation of wealth advice will be referred to AIA ...

End of the road for Dollarmites

KARREN VERGARA  |  MONDAY, 25 OCT 2021
... retail banking services Angus Sullivan said. "For 90 years, the Commonwealth Bank has been supporting the financial wellbeing of young Australians and we are committed to continuing to provide the programs and services they need." CBA will shift its ...

IOOF to adopt new name, brand

JAMIE WILLIAMSON  |  THURSDAY, 21 OCT 2021
... said. It marks the natural next step for IOOF, he said, reinforcing the group's desire to be known as a financial wellbeing organisation for all Australians. "We are different and now was the time to ask the question," he said. "If we were starting ...

Colonial First State seeks MySuper redemption

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... savings of many Australians. It speaks to our core purpose of helping more and more Australians experience financial wellbeing, and in the process, helping them retire with dignity and security." Rainmaker Information executive director of research Alex ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... while Natalie Kleibert will take on the role of deputy chair. Both will oversee PFAN's aim to improve the financial wellbeing of Australians living with serious illness and/or disability by providing pro bono financial advice. Beswick is a senior financial ...

Aussies confident about retirement spending: Study

KARREN VERGARA  |  TUESDAY, 28 SEP 2021
... said: "For many, the pandemic has presented an opportunity to recalibrate their personal finances and focus on financial wellbeing and, due to decreased spending on non-essentials, investors around the world have been able to save according to plan or ...