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....

image
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...

image
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 ...

image
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...

image
People & Products

Andrew Whelan has been appointed to the newly-created role of chief distribution officer....

image
People & Products

Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm....

image
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....

image
People & Products

Matthew Done has been appointed as chief technology officer by the financial services software company....

image
People & Products

The tool will assist advisers and clients with setting up online meetings as the country switches to remote working. ...

image
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...

image
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....

image
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...

image
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....

image
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....

image
People & Products

WealthO2 has appointed Phil Anderson as national business development manager to meet growing demand for the company’s adviser platform alternative....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago