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Article list

Everything from DASH Technology Group

DASH launches a first of its kind goals based tool, cutting complex modelling and SOA production time in half 

From DASH Technology Group

DASH continues to lead the way on next generation tech innovation for advice practices with the launch of Archer, a first of its kind goals-based advice cash flow modelling tool.

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27 May 2022

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Geoff Lloyd announced as new Chairman of the DASH Board   

From DASH Technology Group

DASH Technology Group is excited to announce the appointment of Geoff Lloyd, as new Chairman of the Board commencing in September 2022. The group has also announced that Andrew Whelan will move

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12 May 2022

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WealthO2 renames as DASH to reflect new vision and next phase of growth 

From DASH Technology Group

Advice software and platform solutions provider WealthO2 has announced that the group will begin operating under the name DASH Technology Group and brand itself as DASH. The re-name strategy reflects

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05 Apr 2022

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FIRST12LAST

Earn CPD Points

  • CPD: Tax and Self-Managed Super Funds

    Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]

  • CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181

    Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]

  • CPD: Listed investments and the ethical practice

    The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]

  • CPD: Trend following investments – patience is a virtue

    Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]

  • CPD: The private credit zeitgeist

    Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]

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