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WealthO2 teams with stockbroking and advice firm for pilot program

WealthO2 has announced a new program with a stocking and advice firm. The wealth management software provider s will oversee a structured pilot program with Ord Minnett s most senior advisers who use ....

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WealthO2 launches new MDA to unite top managers

WealthO2 launches new MDA to unite top managers
WealthO2 launches new MDA to unite top managers
The platform provider has announced the launch of an MDA with an aim to bring Australia’s top managed accounts together.
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The tech and service company says its new account makes it easier for advisers to access the expertise of big-name investment managers including BlackRock, Zenith, Evergreen and Morningstar.
“It’s akin to a service equivalent SMA where the adviser is recommending the MDA service and the professional manager to their client, compared to the often higher cost equivalent SMA product,” WealthO2 managing director, Shannon Bernasconi, said. ....

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Where do platforms fit in the industry's regulatory transformation?

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 s ....

Shannon Bernasconi , Robyn Tongol , Industry S , ஶ்யாநந் பெர்னாஸ்கோனி ,

WealthO2 responds to increased Super Simplifier demand with lower fees

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Shannon Bernasconi , Tony Zhang , Aaron Dunn , Super Simplifier , ஶ்யாநந் பெர்னாஸ்கோனி , டோனி ஜாங் , ஆரோன் டன் ,

Super Simplifier fees cut | Super Review

WealthO2 has cut the administration fee by 3.3 basis points and will cap fees at $1,760 per member or $3,630 across six family members. ....

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