DASH secures additional $10m for IPS acquisition

dash/fintech/technology/platform/

| By Jasmine Siljic |

Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated Portfolio Solutions.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Relative Return Unplugged: Is the RBA’s independence being tested?

Podcast/Relative-Return/

| By Maja Garaca Djurdjevic |

Editorial

Welcome to the inaugural episode of Relative Return Unplugged, where we dive into one of the most pressing issue

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Sydney fund manager sees AFSL cancelled

ASIC/fund-manager/AFSL/

| By Laura Dew |

Funds management

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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How many AFSLs were cancelled in FY24?

ASIC/AFSL/cancellation/

| By Laura Dew |

Financial planning

ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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AMP enjoys rise in adviser numbers

Wealth-Data/adviser-numbers/amp/

| By Jasmine Siljic |

Financial planning

Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry.

AUTHOR

Jasmine Siljic

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Do consumers trust AI-generated advice?

artificial-intelligence/financial-advice/analyst/chatgpt/

| By Laura Dew |

Financial planning

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intelligence, including any gender differences.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Netwealth reports record quarterly FUA rise

netwealth/matt-heine/technology/CFO/

| By Jasmine Siljic |

Funds management

The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update.

AUTHOR

Jasmine Siljic

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Platinum reports first FUM rise in 7 months

Platinum-Asset-Management/FUM/Regal-Partners-Limited/Platinum/

| By Laura Dew |

Funds management

Platinum Asset Management has seen its first rise in funds under management in seven months, helped by positive investment performance.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Investment Trends appoints head of sales

investment-trends/appointments/financial-advice/

| By Laura Dew |

Funds management

Research house Investment Trends has made a new hire to head up its Australian sales team.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Sydney-based Sherlock Wealth goes self-licensed

AFSL/self-licensed/financial-advice/Sydney/

| By Jasmine Siljic |

Financial planning

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive.

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DASH secures additional $10m for IPS acquisition

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Jasmine Siljic

Jasmine 's social profiles:

Relative Return Unplugged: Is the RBA’s independence being tested?

AUTHOR

Sydney fund manager sees AFSL cancelled

AUTHOR

Laura Dew

Laura 's social profiles:

How many AFSLs were cancelled in FY24?

AUTHOR

Laura Dew

Laura 's social profiles:

AMP enjoys rise in adviser numbers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Do consumers trust AI-generated advice?

AUTHOR

Laura Dew

Laura 's social profiles:

Netwealth reports record quarterly FUA rise

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Platinum reports first FUM rise in 7 months

AUTHOR

Laura Dew

Laura 's social profiles:

Investment Trends appoints head of sales

AUTHOR

Laura Dew

Laura 's social profiles:

Sydney-based Sherlock Wealth goes self-licensed

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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