For many years financial planners have been consolidating clients’ assets into so-called ‘wrap platforms.’ Historically, platforms were a great way to consolidate a view of a client’s portfolio, particularly for [...]
Following Tony Boyd's excellent article on negative returns for cash on platforms in today's Australian Financial Review, spend two minutes with David Ferrall looking at the multiple layers of fees [...]
FinClear has partnered with Shadforth Financial Group to deliver, trading, clearing and settlement services, as well as its TradeCentre front-end technology CEO David Ferrall said Shadforth was an important addition [...]
