Despite banks largely having exited the industry, advisers under institutional licensees are least likely to switch while 26 advisers have ...
Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua ...
After three weeks of struggling gains, this week has marked a return to strong growth for adviser numbers, in addition ...
Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers ...
Financial research firm Wealth Data, which publishes the weekly financial adviser numbers, has been sold to fintech firm Padua Solutions.
Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing ...
Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to ...
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be ...
One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and ...
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...
