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Financial plans remain relevant when SOAs are removed

Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ....

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Compliant but complicated: What lies in store for SOAs?

There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension. ....

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Padua hires head of sales

Padua Solutions has appointed Steve Toth into the newly created position of head of sales, distribution and account management. ....

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Advice fees jump 16% in FY22

Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. ....

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Padua appoints general manager, sales

Padua Solutions has named Michael Lagudi as its new general manager, sales. ....

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