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ANDREW WHELAN
People & Products
DASH has made two senior appointments to position the technology company for future growth....
People & Products
DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...
Financial planning
Introducing end-to-end software solutions can reduce the cost of providing comprehensive financial advice from $5,335 to $2,918 according to DASH Technology Group....
Financial planning
Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform....
People & Products
Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief distribution officer Andrew Whelan....
People & Products
Andrew Whelan has been appointed to the newly-created role of chief distribution officer....
People & Products
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....
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Podcast
I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...
Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...
Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...