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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....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...