In this episode of the ifa Show, WealthO2 managing director Shannon Bernasconi and chief distribution officer Andrew Whelan join host Sarah Kendell to discuss the latest developments in the platform space as advisers grapple with the need to automate and reduce their cost of advice.
Shannon and Andrew touch on how adviser platforms are dealing with regulatory change such as the incoming fee consent rules, and whether advisers have lost trust in some of the incumbent players. They also look at why innovation in the advice technology space has historically been slow and how advisers can capture more margin in a fee-for-service world.
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to ...
In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address ...
In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice ...
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