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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....
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...
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....
People & Products
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
MARKET INSIGHTS
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...