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Showing 1 - 6 of 6 results for "Astute Wealth"

Lumiant launches fact find module

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

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 ...

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media and PressDev. "There are a lot of great ideas out ...

Advisers battle to reconnect with disengaged clients

LAURA MILLAN  |  MONDAY, 4 NOV 2013
... don't have a number of disengaged clients, they usually account for 10% of your client base," financial adviser and Astute Wealth Advice director Hans Egger told Financial Standard. Egger noted that this type of clients tend to increase when practices ...

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... launched with the aim of making it easier to engage with clients, over the internet as well as face to face. The Astute Wealth Advice - Client Engagement Platform, is an online program that aims to both engage and educate clients, beginning before the ...
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