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HANS EGGER
Expert Analysis
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
Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....
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....
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
Features
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
Features
In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....