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DASH
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....
People & Products
Michelle Russo, former head of wealth customer resolution at ANZ, has joined DASH as a chief operating officer, along with nine other hires. ...
People & Products
DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...
People & Products
Count Financial has approved DASH Technology Group’s software suite, including its digital statement of advice capability, for use across its adviser network....
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....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...