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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

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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