POWERED BY MOMENTUM MEDIA
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....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...