Search Results | Showing 1 - 10 of 24 results for "PADUA" |
| | | ... fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows that Count now has 527 advisers - from 553 previously - dropping from being the third ... |
| | | | ... what AI you put on top of it, it's rubbish in, rubbish out," he said. In the context of adopting technology-enabled advice, Padua Solution managing director and chief executive Matt Esler said advisers need to lean into compliance as they are fiduciaries ... |
| | | | ... the National Tax & Accountants' Association's (NTAA) Australian financial services licence (AFSL). According to Padua WealthData, there was a net decline of 88 advisers this week, 85 of which had been tied to SAN. Of them, two moved to NTAA's ... |
| | | | ... and undertaking a compliance program to determine if they remain authorised to provide personal advice to retail clients. Padua Solutions wealth data manager Colin Williams said that although the industry avoided a catastrophic outcome from the standard ... |
| | | | Padua Solutions is reshaping its leadership as co-founder Anne-Marie Esler shifts from day-to-day management into a board and industry engagement role, drawing a line under the joint chief executive model she has shared with her brother since the business ... |
| | | | Padua Solutions is strengthening its data capabilities with the acquisition of Wealth Data following a successful capital raise, which closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed ... |
| | | | Padua Solutions has appointed Dimitri Diamantes to the newly created role of senior technical services manager, overseeing the advice fintech's software, services, research and data divisions. Diamantes has almost two decades of experience in financial ... |
| | | | Advisers tied to Finchley & Kent will be able to use the full suite of Padua Solutions' services under a new partnership. Striking a strategic partnership, Finchley & Kent's network of advisers will have access to Padua's new Paraplanning as a Service ... |
| | | | ... prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions a future where AI could be used to check if advice firms are meeting regulatory requirements and to check for compliance ... |
| | | | ... should be required to maintain a level of ongoing professional development/education. Speaking with Financial Standard, Padua Solutions head of technical advice Rudy Haddad said: "Paraplanners play a key role in the formulation and delivery of financial ... |
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