January 5, 2021

Consolidated data the key to managing DDO risk

MEDIA RELEASE: With the new Design and Distribution Obligations (DDO) due to commence on 5 October 2021, advisers need to review how they manage their data […]
August 24, 2020

WealthO2 hits record FUA as advisers vote with their feet

MEDIA RELEASE: Adviser platform alternative WealthO2 has passed the $2 billion mark in funds under administration, reflecting the growing demand from advisers for a low cost […]
August 5, 2020

WealthO2 adds Chi-X TraCRs and Funds to platform

MEDIA RELEASE: Australian Adviser platform alternative WealthO2 has become the latest provider to add Chi-X Australia’s innovative product suite to its offering.  All 35 Chi-X TraCRs […]
July 6, 2020

WealthO2 challenges “cookie-cutter” model

MEDIA RELEASE: Managed accounts under discretion, including SMAs, have been seen by ASIC and others as potential enablers of simplistic cookie cutter advice and not tailored […]