WEALTH02

People & Products

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...

People & Products

DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....

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People & Products

Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members....

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Financial planning

WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group, focusing on the whole wealth industry as well as financial advisers....

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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....

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Financial planning

The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...

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Financial planning

Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....

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Policy & Regulation

The introduction of design and distribution obligations this October will make it even more important for firms to have strict data management processes in place, accordi...

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People & Products

Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....

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Financial planning

Wealth02 has surpassed half a billion in funds under management, an increase of more than 60 per cent, citing referrals as the major driver of its growth....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Gee

Not possible to coninue if the cost is given to remaining advisors ...

6 hours ago
Murray Wilkinson

In Australia this was the country of a "Fair Go". This Government is using us. We need direct action and we need to figh...

8 hours ago
mark mclennan

I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...

11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago