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Showing 1 - 10 of 17 results for "PADUA"

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 ...

Padua hires head of sales

ELIZABETH FRY  |  FRIDAY, 4 NOV 2022
Padua Solutions has appointed Steve Toth into the newly created position of head of sales, distribution and account management. Toth joins the fintech with experience across several industries, and has previously been head of sales for companies including ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
... financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice document basis has also risen ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
... created role of senior research analyst. With over a decade of experience in both public and private sectors, Brown joins Padua following five years as a paraplanner. Prior to that, she worked as a senior financial adviser at Westpac Financial Planning. ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
Padua Solutions co-founder and co-chief executive Anne-Marie Esler explained to the audience at the Association of Financial Advisers' (AFA) Thrive Conference that there are four key challenges facing the financial services industry. There are four ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
Padua Solutions has named Michael Lagudi as its new general manager, sales. Lagudi, who commenced in the newly created role last week, is based in Sydney and reports to Padua co-founder Matthew Esler. He joins from Challenger where he held the position ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... across its software, services, research and data divisions. With over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market, where he was head of practice management and technical advice delivery. Haddad has also held senior ...
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