All Articles tagged with 'Hans Egger'

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Innovators band together to provide cutting edge solutions for advisers

From AdviceInnovation

Creators of the AstuteWheel, Hans Egger and Michael Topper, have partnered with other financial services innovators, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media, and PressDev, to launch

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13 Aug 2014

Estate Planning out of the too-hard basket

From AstuteWheel

Financial planners can now provide clients with a tangible estate plan in the time it takes to deliver a client review, according to Hans Egger, co-creator of the AstuteWheel Estate

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08 Apr 2014

Young advisers get on board the AstuteWheel

From AstuteWheel

While many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, co-creator of the

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05 Mar 2014

Don’t squander your FoFA peace dividend

From AstuteWheel

Financial planning businesses invested heavily in preparing for the new fee disclosure statement (FDS) regime and can now either embrace the opportunity to secure a return on their investments, or

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10 Feb 2014

Have more than just a ticket to the game

From Astute Wealth Advice

Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according

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08 Nov 2013

Stop FoFA’ing around with fee disclosure statements

From Astute Wealth Advice

Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of

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17 Sep 2013

Astute makes financial planning sexy

From Astute Wealth Advice

Client engagement and consistent processes are the key to a successful and thriving financial planning business in the post FoFA world says Astute Wealth Advice director, Hans Egger. Speaking at

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08 Jun 2012

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]