ASTUTE WHEEL

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....

image
Financial planning

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...

image
Financial planning

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....

image
People & Products

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

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Gee

Not possible to coninue if the cost is given to remaining advisors ...

2 days ago
Murray Wilkinson

In Australia this was the country of a "Fair Go". This Government is using us. We need direct action and we need to figh...

2 days 2 hours ago
mark mclennan

I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...

2 days 5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago