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Showing 1 - 10 of 11 results for %22Astute Wealth Advice%22

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... they invest to ensure the fund aligns with their values and expectations. "As investors and their advisers become more astute, we expect they will increasingly differentiate on the credibility of responsible investment claims when it comes to allocations ...

Lumiant launches fact find module

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

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 ...

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 ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning ...

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 ...

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 ...

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
... 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 buy books ...
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