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Everything from WealthO2

WealthO2 merges with Roar and Neo to become the first advice technology solutions company to focus the on end-to-end adviser experience

WealthO2 has merged with financial planning software firm, Roar Software and wealth platform software specialist, NEO. The move will cement its position as the first advice technology solutions company to

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18 Feb 2022

WealthO2 appoints head of client success to support new business growth

WealthO2 has appointed Ahn Rutty to the newly created role ‘head of client success’ as demand for their innovative adviser tech software solution increases. Ahn will play a pivotal role

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25 Nov 2021

WealthO2 focuses on further expansion with Ord Minnett pilot program

WealthO2 has announced a structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. The program will see Ord Minnett pilot WealthO2’s

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19 Aug 2021

WealthO2 MDA brings together top managers

WealthO2 has launched a managed discretionary account (MDA) best of breed service bringing together the who’s who in managed accounts. The service makes it even easier for advisers to access

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09 Jul 2021

WealthO2 launches app for clients

WealthO2 has launched an app on both Apple and Android to provide advisers and their clients with more flexible and streamlined access to their investment information. Shannon Bernasconi, co-founder and managing

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23 Jun 2021

WealthO2 responds to increased Super Simplifier demand with lower fees

WealthO2 has lowered the administration fee on its Super Simplifier by 3.3 basis points, capping fees at $1760 per member or $3630 across six family members, effective 1 June 2021.

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25 May 2021

Adviser Ratings ranks WealthO2 number one

WealthO2 has been ranked the number one investment platform in terms of ongoing adviser support, and the number one provider in terms of investment options, in the latest Adviser Ratings

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16 Apr 2021

Spotlight on who owns client relationships

Recent legislative changes around consent to charge adviser fees are prompting a number of advisers to reconsider their existing platform relationships, in part because of a disagreement over who owns

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04 Mar 2021

WealthO2 appoints Andrew Whelan as head of distribution

WealthO2 has appointed Andrew Whelan to the newly created role of chief distribution officer, reporting to CEO Shannon Bernasconi, commencing 27 January 2021. Mr Whelan joins WealthO2 from Midwinter where

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28 Jan 2021

WealthO2 hits record FUA as advisers vote with their feet

Adviser platform alternative WealthO2 has passed the $2 billion mark in funds under administration, reflecting the growing demand from advisers for a low cost fee for service, unconflicted, adviser platform

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25 Aug 2020

Earn CPD Points

CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]