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What a year 2022 has been. The year was not without optimism as the pandemic ended (kind of), but was followed by rapidly rising inflation, which in turn led to rapidly rising interest rates and co

The accounting and advice network has approved the software suite. Count Financial has approved DASH Technology Groups (DASH) software suite, including its digital SOA capability - DynamicDocs - for

An advice software and platform solutions provider has announced the new tool. DASH (formerly WealthO2) has launched a “first of its kind” goals-based advice cash flow modelling tool which the com

Financial advisers are already working with technology for digital statements of advice (SoA), according to the head of an advice software and platform solutions provider. Appearing on a new episode

A financial services company has outlined its top priorities for reform within the industry. Ahead of the Quality of Advice Review (QAR) set to be released in December, ClearView has called for thre

The “major metamorphosis” currently happening in the Australian advice industry highlights an advantage for women entering the sector, according to an experienced adviser. Founder and CEO of WOW W

Too much time is spent of perfecting a statement of advice, rather than focusing on the client, an experienced adviser has suggested. On a new episode of the ifa Show podcast, founder and CEO of WOW

Australia’s declining adviser numbers are due largely to the FASEA exam standard, an award-winning financial planner has claimed. Appearing on a new episode of the ifa Show, founder and CEO of WO