DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...
DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....
Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members....
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....
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....
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...
Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....
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...
Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....
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....
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...