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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

4 weeks ago
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