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

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 17 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 23 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 21 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days ago