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SHANNON BERNASCONI
People & Products
Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief distribution officer Andrew Whelan....
Expert Analysis
As more focus is given to intergenerational wealth transfer as clients get older, writes Shannon Bernasconi, advisers must ensure they can meet the needs of the younger g...
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
Financial planning
Independent financial advisers who are unencumbered by vertically integrated institutional models will be able to save costs with greater access to a broader platform and...
People & Products
Andrew Whelan has been appointed to the newly-created role of chief distribution officer....
People & Products
Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm....
Expert Analysis
There are ongoing questions, writes Shannon Bernasconi, over how platforms are funded and whether clients are fully understanding of what service they are receiving....
People & Products
Matthew Done has been appointed as chief technology officer by the financial services software company....
People & Products
The tool will assist advisers and clients with setting up online meetings as the country switches to remote working. ...
Features
Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...
Expert Analysis
As Australia moves under lockdown, ASIC needs to ease the regulatory burden for advisers unable to meet face-to-face with clients, writes Shannon Bernasconi....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
Financial planning
Naked pricing will shift the margin from products and commission to the adviser and shared equity licensee, and will reorganise the value chain, according to WealthO2....
People & Products
Graham Hand has been appointed as a non-executive director to WealthO2, bringing with him 40 years of industry experience as the platform continues to grow....
People & Products
WealthO2 has appointed Phil Anderson as national business development manager to meet growing demand for the company’s adviser platform alternative....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...