POWERED BY MOMENTUM MEDIA
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...