News & Insights
Jul 2022
In life, determining the cost of owning “stuff” is normally pretty clear. There is a set sticker price, and that is what you pay. If you buy something like a car though, you do a deal with the dealer; but that is just the start to putting your hand in your pocket. In addition to the obvious costs (i.e., insurance, repairs, servicing, petrol), you need to understand the more invisible costs such as depreciation.
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Jul 2022
Historically, successive Governments from both sides of the political spectrum, have continually tinkered with superannuation laws. This meddling results in constantly changing the goal posts under which financial advisers can provide advice. Since the introduction of the Transfer Balance Cap in 2017, the importance of splitting super contributions between spouses has considerably increased.
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Dec 2022
In this article, Matthew Esler, Co-Founder of Padua Solutions, delves into the decline in adviser numbers, the gap in experience that’s been created as a result, and the shining light at the end of a very short tunnel.
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Dec 2022
In this highly technical but interactive session, Padua Solutions Co-Founder and Co-CEO Matt Esler and Head of Technical Advice Rudy Haddad show you how to maximize the beneficial outcome of your strategy recommendations and highlight the value you create for them in the process.
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Oct 2022
Data compiled into the ‘Padua Advice Fee Data Report’ for FY22 shows initial advice fees charged by advisers on a per-advice-document basis increased 16 per cent, from $2,859 in FY21 to $3,315 in the past financial year.
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Sep 2022
In this article, Padua Co-Founder Matt Esler focuses on the final two of the four major problems facing the financial advice market – Quality of Advice & Trust.
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Sep 2022
Count Financial has approved the latest DIY Advice technology from Padua Solutions for its adviser network, which will reduce the time taken to produce a Record of Advice (ROA) to less than 15 minutes on average, down from an average industry production time of around two to six hours.
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Jul 2022
Fintech providers have responded to advisers’ comments about their viability as a means to lower the cost of advice, highlighting it can bring down costs without reducing quality and is able to comply with regulatory guidance.
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Jun 2022
By solving these problems, the industry will find the oxygen it has so desperately been gasping for since strangulation by regulation became too much to endure.
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Jun 2022
Padua has launched a new robo-advice generation tool designed to “help solve the four key challenges” facing financial advisers. The advice and tech services firm’s new Padua DIY Advice capability aims to reduce the time taken to produce advice and the cost of generating advice, as well as improve the quality and client engagement.
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May 2022
With the end of the financial year fast approaching, now is the best time to take action. Hear from Rudy Haddad Padua’s Head of Technical, as he shares expert insights into the opportunities available before financial year-end; and changes for the coming financial year.
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Mar 2022
Average financial advice fees have risen by over 5% in the past six months, according to data collected by Padua Solutions.
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Nov 2021
Fresh from adding Amaysim’s Peter O’Connell to its capital table, financial advice services and technology company Padua has picked up $9.8 million in its private funding round.
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Nov 2021
A portfolio of high net worth clients may represent the holy grail for financial advisers, but new data suggests they are a rarer breed than most advisers imagine with many taking their advice from private bankers and other sources.
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