Search Results | Showing 1 - 10 of 26 results for "Padua" |
| | | ... latest results are in line with March cycle, which saw 292 candidates sit for the exam with a 71.6% pass rate. An analysis by Padua WealthData highlighted the adviser numbers dropping below 15,000, as seven licensees have reduced to zero advisers. In ... |
| | | | ... further review looking at the details of the qualifications and training courses that AFSL have marked on the FAR. It comes as Padua WealthData highlighted the adviser numbers have dipped below 15,000, as seven licensees have reduced to zero advisers. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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