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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” uses “substantially the same words as almost all of the text in AstuteWheel’s 5-minute ‘Health ...
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 Lumiant, unless certain terms were met by 20 July, 2021: Lumiant informed all clients who had used ...
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 transitioning their practice to focus on goals-based advice. Hans talks about what’s on practitione...