PADUA

Financial planning

Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...

Expert Analysis

One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...

Financial planning

Fees for ongoing advice have risen 33% in a year, according to annual Padua research, with technology cited as a factor to lessen the burden....

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People & Products

Fintech business Padua Solutions has appointed former financial planner, Kristen Brown, as a senior research analyst to support its growth....

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People & Products

Count Financial has become the first licensee to introduce DIY Advice technology from Padua Solutions to reduce time spent by advisers on producing Records of Advice....

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People & Products

Financial advice technology firm Padua Solutions has launched a robo-advice generation tool for financial advisers which it says will help solve four key issues facing ad...

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People & Products

Financial advice and technology services firm Padua Solutions has appointed Rudy Haddad to the newly-created role of head of technical advice....

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Financial planning

The new solution will help advisers to obtain pre-meeting information from clients to reduce the time and workload for advisers....

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People & Products

Padua will provide transition management services and paraplanning to Findex financial advisers....

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People & Products

The fintech firm has launched a new online product comparison tool to help advisers compare the fees and features of over 1,000 superannuation, pension and investment fun...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

1 day 11 hours ago
Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

4 days 17 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

4 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago