WEALTH02

People & Products

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...

People & Products

DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....

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People & Products

Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members....

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Financial planning

WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group, focusing on the whole wealth industry as well as financial advisers....

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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....

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Financial planning

The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...

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Financial planning

Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....

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Policy & Regulation

The introduction of design and distribution obligations this October will make it even more important for firms to have strict data management processes in place, accordi...

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People & Products

Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....

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Financial planning

Wealth02 has surpassed half a billion in funds under management, an increase of more than 60 per cent, citing referrals as the major driver of its growth....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago