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Showing 21 - 30 of 76 results for "Astute"

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...

Investors pile into companies on life support

ALLY SELBY  |  TUESDAY, 12 MAY 2020
... Partners portfolio manager Jun Bei Liu said. "Since the end of March, post the lows touched by the equity market, many astute investors have been rotating back into companies that have been meaningfully sold-off as a result of the lockdown," she said. ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
... somewhere between 12,000-15,000 hours a year alone, just on that part of the advice chain." Partnering with MyProsperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress, the new tech integrations focus on improving the data handling process and creating ...

Chief economist update: Steady as it was, steady it will be

BENJAMIN ONG  |  WEDNESDAY, 29 JAN 2020
... somewhat slower - growth in global activity." There weren't any mention of the euro exchange rate though - she was astute enough not to as it might give Trump extra ammunition on renewed trade war offensive toward the Eurozone. The fact remains that ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard ...

Industry fund executive takes new role

HARRISON WORLEY  |  TUESDAY, 19 MAR 2019
... Stephen Rowe said the rate of change in the superannuation landscape was changing fast, making Schimmel's appointment an astute decision given her vast experience both within super and in prior roles at KPMG and the ATO. "The last few years have seen ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Vale Terry Mackenroth

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... said Mackenroth had an unwavering commitment to social justice and was a fierce advocate for the interests of members. His astute knowledge of both government and corporate environments made him an insightful and valued trustee. "Terry's gruff voice ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning ...