Mar 4, 2024

The benefits of digitising financial advice

The financial services industry is changing, and what clients expect from financial advisers is changing too. An opportunity exists for financial advisers to embrace digitisation as a strategic approach to grow their business and delight their clients. It is now possible for advisers to use digital tools and platforms to deliver better advice, service, and value.

News & Insights

Jun 17, 2024

The role of research houses in the advice process

May 29, 2024

The transformative power of data

Apr 29, 2024

Padua points to utility of investment ‘pain index’

Mar 4, 2024

The benefits of digitising financial advice

Jan 30, 2024

Platform switching paving a better way for clients

Jan 25, 2024

AdviceTech Podcast #67 – Padua Update

Nov 27, 2023

How to avoid money traps with seniors’ wills, pension and funerals

Nov 23, 2023

Padua jumps on board ifa Excellence Awards 2023

Nov 22, 2023

AI’s impact on financial advice will bring a new dawn in wealth

Nov 17, 2023

Unique roles present distinctive opportunities for women in advice

Aug 16, 2023

Professional examines ‘provocative’ question surrounding Code of Ethics

Aug 4, 2023

SOA or not, a financial plan is a must

Jul 26, 2023

Advice fees stabilise amid political noise on cost

Jul 21, 2023

Platform proliferation decreasing the value of advice – there is a better way

Jul 18, 2023

How technology can drive a ‘golden age of advice’

Jul 5, 2023

QAR and the 'golden age of advice' podcast episode

May 24, 2023

Switching platforms might be a complex task

May 17, 2023

The latest costs and strategies in financial advice

May 10, 2023

The benefits of outsourcing advice generation

May 9, 2023

Federal Budget 2023-24: Padua Summary

Apr 13, 2023

QAR to facilitate fintech innovation: Padua

Mar 8, 2023

Pre-retirees shocked at the high cost of financial advice

Feb 24, 2023

AdviceTech Podcast #23 – Padua

Feb 15, 2023

Final Quality of Advice Review (QAR) Report: Padua Summary

Feb 6, 2023

Compliant but complicated: What lies in store for SOAs?

Dec 7, 2022

Solving the advice experience gap

Dec 7, 2022

Take your clients from the poor house to the penthouse

Oct 26, 2022

Federal Budget 2022-23: Padua Summary

Oct 21, 2022

Unsurprisingly, advice fees are still rising

Sep 30, 2022

The four major problems facing financial advisers – Part 2

Jul 11, 2022

ETF Under the hood

Jul 8, 2022

Super Splitting Contributions with your spouse

Jul 7, 2022

Digital advice can lift compliance standards

Jun 30, 2022

Four major problems facing financial advisers – Part 1

Jun 15, 2022

New tool launched to solve ‘four key challenges’ facing advisers

Jun 8, 2022

Padua makes key appointments

May 17, 2022

End of Financial Year strategies (FY22)

Mar 7, 2022

SOA data reveals advice fees have risen average 5%

Nov 21, 2021

Financial advice fintech Padua banks $9.8 million