The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 64 results for "Astute"|
|... means giving money meaning and placing the client's life at the heart of the experience." The latest survey comes after Astute Wealth Advice accused Lumiant of ripping off its 5-Minute health check questionnaire and served a Cease and Desist letter. ...|
|Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...|
|Astute Wealth Advice is alleging that another fintech has ripped off its proprietary questionnaire and has been forced to legal take action. Astute served a Cease and Desist letter to Lumiant, alleging that it breached "substantial copyright" with respect ...|
|... value," the filings said. "Their partnership is globally recognized as one that has created significant value through their astute understanding of the Asian consumer market, combined with their unique capacity to identify opportunities, catalyse change ...|
|... goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice tech application; Astute Wheel won the best client discovery application; and Xeppo was awarded the best business management application. Investment ...|
|... high-net-worth investor space to the role and help to build on the company's position in the Australian wholesale market. "Astute HNW investors are always looking for cutting-edge strategies and themes to build out their portfolios and using ETFs to ...|
|... markets," Jones said. "By providing a leading, skilled, active management approach to private debt, which will include astute asset selection, debt structuring and management, QIC will prioritise our investors and deliver them the strongest returns available." ...|
|... group added. "While for many this will require greater ambition than in the past, we believe companies demonstrating ESG-astute practices and disclosure will outperform over the long-term," the chief executives said. "We are inspired by this opportunity ...|
|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 ...|
|... 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. ...|
Intensifying its commitment to the Asia Pacific region, State Street has appointed a long serving J.P. Morgan executive as its first country head for Australia.
Former Spectrum Wealth Advisers chief executive Mark Schroeder has been slapped with banning orders in addition to his six-year ban from providing financial services.
New analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year, with the average fees paid by members now sitting at 1%.
Octopus Investments, an energy asset manager, has made several appointments after recently surpassing $1 billion in assets under management.
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