Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief ...
As more focus is given to intergenerational wealth transfer as clients get older, writes Shannon Bernasconi, advisers must ensure they ...
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in ...
Independent financial advisers who are unencumbered by vertically integrated institutional models will be able to save costs with greater access ...
Andrew Whelan has been appointed to the newly-created role of chief distribution officer.
Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm.
There are ongoing questions, writes Shannon Bernasconi, over how platforms are funded and whether clients are fully understanding of what ...
Matthew Done has been appointed as chief technology officer by the financial services software company.
The tool will assist advisers and clients with setting up online meetings as the country switches to remote working.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
