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Showing 1 - 10 of 24 results for "PADUA"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... 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 ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... 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 ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
... 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 ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... 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 ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
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 buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
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 recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
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 ...

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
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 ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... 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 ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... 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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