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....

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....

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....

Financial planning

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

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

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 21 hours ago