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Showing 1 - 6 of 6 results for "Wealth Data"

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... 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, the qualification ...

Padua ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... offices, services more than 100 advice businesses and has completed its third capital raise. Recent acquisitions - Wealth Data and Wealth X - deepen its move into data and automation, areas Padua said underpin its ambitions in AI-enabled advice production. ...

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 ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... said. "The platform connects seamlessly with 20,000 financial institutions globally, automating the aggregation of wealth data into its comprehensive registry platform. "It offers customisable white-label solutions for financial advisers, wealth managers ...

Invartis enters Australian market

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
... Data, and AI practice, based in Singapore. Prior to EY, Jansz established Deloitte's Investment Management and Wealth Data (IWA) and Technology practice in Australia and spent nine years at Goldman Sachs in Melbourne and New York. He began his career ...

Link Group shuffles board

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
... been asked to chair Link Group through the next phase of its growth as a leader in technology-enabled financial and wealth data management." The group has also appointed former IBM Australia/New Zealand managing director Glen Boreham, ASIC External Advisory ...
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