ASTUTEWHEEL

Financial planning

The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt to industry changes....

Expert Analysis

In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals....

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Financial planning

Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....

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Financial planning

It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire....

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Expert Analysis

Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....

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Financial planning

The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....

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Financial planning

AstuteWheel has today launched the Astute Estate Planner which overhauls the process for professionals by lessening time constraints....

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 4 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 2 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 5 hours ago