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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....
People & Products
Fintech business Padua Solutions has appointed former financial planner, Kristen Brown, as a senior research analyst to support its growth....
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....
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...
People & Products
Financial advice and technology services firm Padua Solutions has appointed Rudy Haddad to the newly-created role of head of technical advice....
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....
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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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....