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

The ifa Show

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.