DASH
Financial planning
DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operationa...
Financial planning
With the high cost of advice keeping young Australians locked out of advice, a fintech provider has said digital advice is key for licensees to capture this unadvised dem...
Financial planning
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....
Financial planning
DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...
Financial planning
The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets....
Financial planning
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency...
Financial planning
Following ASIC’s report into AFSLs’ adoption of AI last year, two DASH executives have urged financial advice practices to consider AI within their risk governance framew...
Financial planning
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...
Financial planning
The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...
Financial planning
The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...
Financial planning
The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....
People & Products
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....
Financial planning
DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....
People & Products
Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers...
People & Products
DASH has made two senior appointments to position the technology company for future growth....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...