Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 64 results for "Astute"

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... 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. ...

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
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 alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
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 ...

James Murdoch launches SPAC

ELIZABETH MCARTHUR  |  FRIDAY, 14 MAY 2021
... 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 ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... 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 ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... 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 ...

QIC enters private debt, hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 20 JAN 2021
... 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." ...

Pension funds unite for ESG

JAMIE WILLIAMSON  |  FRIDAY, 27 NOV 2020
... 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 ...

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. ...
PAGE:
1
PREVIOUS
NEXT