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Where do platforms fit in the industry’s regulatory transformation? (ifa Podcast)

Hear from our managing director Shannon Bernasconi and chief distribution officer Andrew Whelan as they join host Sarah Kendall in the latest episode of the ifa show (Independent Financial Adviser) to discuss the latest developments in the platform space as advisers grapple with the need to automate and reduce their cost of advice.


In the podcast Shannon and Andrew touch on how adviser platforms are dealing with regulatory change such as the incoming fee consent rules, and whether trust has been lost between Advisers and some of the incumbent players.


They also look at why innovation in the advice technology space has historically been slow, some exciting future developments at WealthO2 and how advisers can capture more margin in a fee-for-service world.


Click here to go to article to access the podcast

Other News

WealthO2 to offer complete tech solution to financial planners

Hear from Andrew Whelan, our Acting CEO as he talks to Penny Pryor from Industry Moves about Wealth02’s goal to become a complete tech solution for financial planners and rapid expansion plans for the business.

New structured pilot program with Ord Minnett announced

We are excited to announce a new structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. Andrew Whelan, Acting Chief Executive Officer of WealthO2 said: “This exciting pilot with Ord Minnett demonstrates our commitment to delivering meaningful efficiencies through customer-led technology innovation that puts advisers and their clients first.”

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