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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....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...