MATTHEW ESLER

Financial planning

Fintech providers have responded to advisers’ comments about their viability as a means to lower the cost of advice, highlighting it can bring down costs without reducing...

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...

Financial planning

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

People & Products

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 6 days ago