Astute Wheel

Expert Analysis

Why do some advisers see more referrals than others?

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust ove...

Expert Analysis

Graduates adding value in Professional Year

Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it....

Financial planning

Refining client engagement through fintech

The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...

Financial planning

Lengthy plans disengaging clients from advice

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....

People & Products

Count Financial improves platform integrations

The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...