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...

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 ...

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...

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 service they are receiving....

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. ...

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...

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 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...

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....

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....

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