The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 9 of 9 results for "Hans Egger"|
|... 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 month. Lumiant has removed ...|
|... sections of the survey. It also alleges that the rating questions and scores are similar. Astute managing director Hans Egger said: "It is extremely disappointing to discover that a financial services company appears to have copied our material. Given ...|
|... software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel and Xplan wanted the integration, following the results of a survey AstuteWheel ...|
|... onboard new clients and re-engage existing clients without an ongoing service agreement. AstuteWheel managing director Hans Egger said the base product's new compliance tools would help solve compliance issues which have traditionally frustrated advisers. ...|
|... three-stage process. The solution compresses the fact gathering stage down to 20 to 30 minutes. AstuteWheel managing director Hans Egger said there is no value in completing a fact find with the client in the meeting as they are happy to provide this ...|
|... with the client and verifies the will and estate planning documents. Commenting on the launch, AstuteWheel co-founder Hans Egger said: "Astute Estate Planner helps clients understand and consider important things, like deciding on an executor, guardians ...|
|... planning and unless the adviser knows how to do it and where to get to, it ends up not being done," AsuteWheel co-creator Hans Egger said, and added that "recommending the client to go see a solicitor is not enough." Egger explained that the tool allows ...|
|... 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 buy books from other ...|
|... online, the results of which are delivered to the planner prior to the first meeting," said the platform's developer, Hans Egger. "Needs have already been highlighted, by the prospect themselves, and it's a much softer first experience than a 20-plus ...|
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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