Financial advice technology firm Padua Solutions has launched a robo-advice generation tool for financial advisers which it says will help ...
The new solution will help advisers to obtain pre-meeting information from clients to reduce the time and workload for advisers.
Padua will provide transition management services and paraplanning to Findex financial advisers.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
