Strengthening client relationships through philanthropy

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Raising the idea of philanthropy with clients can result in stronger client relationships for financial advisers, and can provide better outcomes for charities as well, says Emma Sakellaris, executive general manager of Australian Unity Trustees. “Particularly at this time of year, the thoughts of many turn to those less fortunate. While one-off gifts certainly help provide […]

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TAL strengthens mental health approach with key relationships

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TAL, Australia’s leading life insurance specialist, has announced that it has engaged the services and expertise of the Black Dog Institute and the University of Sydney as part of its commitment to improving mental health outcomes in the community. The two new working relationships are in line with TAL’s wider health strategy, which aims to […]

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Bennelong to sponsor up-and-coming cycling team

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Bennelong Funds Management is the new naming rights sponsor of Australia’s strongest domestic cycling team, to be known as Bennelong SwissWellness Cycling Team p/b Cervelo. It is the top-ranked team in Australia’s National Road Series and has launched top-tier careers including Richie Porte. Craig Bingham, CEO of Bennelong Funds Management, said the partnership was a great […]

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Better gender balance is good for the economy and should be supported by public policy: 30% Club

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A growing body of empirical evidence and research, from different sources and geographies, corroborates the intuitive argument that more diverse boards and senior management teams are more effective than ‘identikit’ teams in delivering better decision-making, and that firms with better gender balance at board and management levels outperform their peers on a variety of financial […]

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Nikko Asset Management and Japan for UNHCR Partner to Support Refugee Children

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Nikko Asset Management (“Nikko AM”) has announced a partnership with Japan for UNHCR, a national partner of UNHCR (the UN Refugee Agency), whereby Nikko AM globally supports funding towards school supplies and textbooks, access to schools, and extracurricular and classroom facilities through the UNHCR Educate A Child (EAC) programme. “Today, 65 million people have been […]

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Future2 grants $823,000 for disadvantaged young Australians

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Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), has awarded $133,000 in grants this year to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. Grants have been awarded to 14 charity organisations across Australia in regional and metro areas, each endorsed by a local FPA member. Future2 […]

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AMP University Challenge winners beat a record field

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A team of students from Griffith University has won the AMP University Challenge, beating the largest field in the competition’s history. Now in its seventh year, the AMP University Challenge is a national financial planning competition for tertiary students that aims to identify promising new talent and promote high standards  of education and professionalism among […]

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Bank’s progressive strategy recognised with top award for leadership in shared value for Australian communities

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Bendigo and Adelaide Bank, Australia’s most trusted and fifth largest, full service retail bank, has been recognised for its unique approach to addressing societal issues as part of its core business strategy. The Bank was recognised by the Shared Value Project as the top Organisation to Lead Through Shared Value, with its Community Bank® model as the Bank’s flagship […]

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73% of Australians making a charitable donation

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You don’t have to be wealthy to be philanthropic. Many people give little or no money but rather volunteer their time and expertise in their local community or to a charity. What is Philanthropy? According to Philanthropy Australia, it is ‘the planned or structured giving of money, time, goods and services or other to improve […]

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Ethical Enterprise Award winner helps to alleviate poverty by funding local entrepreneurs

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Moral Fairground has awarded its fifth annual Ethical Enterprise Award to an organisation that helps to alleviate poverty by supporting local entrepreneurs in some of the hardest hit communities from Kenya to Bangladesh. The Ethical Enterprise Awards, sponsored by Australian Ethical, recognise enterprises in Australia that help make the world a fairer and more transparent […]

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