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....

People & Products

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

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....

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....

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...

Financial planning

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

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...

People & Products

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

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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago