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Showing 31 - 40 of 76 results for "Astute"

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... non-generic financial plans; and communicate via sophisticated technology. By way of example, client engagement fintech Astute Wheel creates synergies by gathering information about clients and explaining basic financial concepts using more than 30 educational ...

Nikko AM enters SMA partnership

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... disruptive innovation, which is transforming industries and the global economy," he said. The SMA provides opportunity for astute investors to potentially glean enormous benefit from the technology sector's ongoing evolution, Morgan Stanley Wealth Management ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... efforts in encouraging more women to become financial advisers. "In addition to being outstanding financial advisers and astute business women, this year's FEIA finalists are giving back so much to their communities by empowering women to take control ...

Westpac provides head start to wealth management

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Two-thirds of Australian parents worry about how financially astute their children will be by the time they graduate high school and Westpac is offering a $200 head start. As part of its 200th anniversary celebrations, the bank has developed the 'Bump' ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... were priced too high, so it's questionable as to whether it will be an attractive proposition." Ultimately, he said the "astute players" in the industry will "bring some of the younger advisers in, groom them and train them, and then say, 'I'm going ...

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... strategies. We strongly believe that the current volatility, and recent negativity, has created a number of opportunities for astute investors to add to their portfolios, By scouring markets globally we believe there are many world class equities now ...

Rubik appoints Mortgages AM

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
... broker networks using Rubik technology." Rubik's mortgage solutions clients include ANZ, Vow Financial, Ram, Loan Market and Astute.

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows planners to "facilitate" the development of an estate plan - on which they ...

Ausbil wins industry fund mandate

MARK SMITH  |  WEDNESDAY, 20 APR 2016
... long periods," Youngman said. Prime Super chief executive Lachlan Baird commented: "We appointed Ausbil because it has an astute investment process run by experienced hands. We believe Ausbil is well positioned to perform throughout the investment cycle ...

Monash absolute return fund goes retail

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
... a standard deviation of 8.25%. "We believe that the time is right to distribute this type of capability in the market. Astute investors are starting to recognise that investing in long only, benchmark aware, fully invested and style bound managers not ...