News & Insights
Cool Catt
Welcome to the first in our series of profiles of advice business that are not just coping, but thriving in the post-FASEA and Royal Commission world. Tony Catt, founder of Catapult Wealth, shares why he’s [...]
Winners! Australia’s most innovative in financial services
Bill Findlay was at the The Australian Financial Review BOSS Most Innovative Companies Awards last night as FinClear took its place as one of Australia's most innovative financial services companies! Congratulations to the [...]
Unwrapping the platforms – layer upon layer (of fees)
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 tax reporting and access to [...]
‘Cash skim’ just the start of the fee problem
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 platform users pay - 'cash [...]
FinClear partners with Shadforth Financial Group
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 to the FinClear client stable, [...]
