Hans Egger News Today

An Australian fintech provider managing director believes financial planners have been the most affected by the digital transformation brought on by the COVID-19 pandemic. On a new episode of the ifa

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.

The client engagement platform has come on board as a platinum sponsor at the 2022 Adviser Innovation Summit. This year’s summit has been designed to equip advisers with the knowledge and tools arou

If you had to say what clients want most, the shortest answer would have to be “achieving goals”. For them, it’s all about the endgame.

The current approach to how advisers discuss goals with their clients is “no longer” viable, according to the managing director of an Australian fintech provider. In a new opinion piece published

Good riddance 2021. What a year 2021 has been. From a muted sense of optimism, to despair amid months of lockdown, to a fresh new global threat in the form of Omicron, and hoards of industry-rela

Most people would probably agree with the concept that a client (or customer) should understand what service they will receive before they agree to pay for that service. This is the basic premise add

Advice platform hit with cease and desist by fintech provider Advice platform hit with cease and desist by fintech provider A goals-based advice platform has been issued a cease and desist letter by a fintech provider alleging “substantial copyright breach”. A A Astute Wealth Advice, creators of engagement platform AstuteWheel, served the letter to Lumiant on Monday in regard to a financial health questionnaire. Astute Wealth has alleged Lumiant’s “Lumiant Confidence Questionnaire” us...

Print Creators of client engagement platform AstuteWheel, Astute Wealth, have sent a cease and desist to advice platform Lumiant as it alleges it has breached copyright over a financial health questionnaire. Astute Wealth alleged the  Lumiant Confidence Questionnaire replicated the functionality and used the same words as almost all of the text in AstuteWheel’s 5-minute Health Check, which had been offered by Astute Wealth since 2011. Astute Wealth intended to commence proceedings against...

Building a solid goals-based proposition Building a solid goals-based proposition The transition to annual opt-in agreements is just around the corner and advice practices are having to reassess how they clearly articulate and deliver on client goals to make clear the value the client is getting from their fee each year. A A In this episode of the ifa Show, host Sarah Kendell is joined by AstuteWheel managing director Hans Egger to discuss some of the concerns and challenges for advisers when t...