Aus Ethical works with DASH on super product
Australian Ethical has teamed up with technology company, DASH Technology, to offer direct to consumer projections for its superannuation members.
Source: moneymanagement.com.au
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Australian Ethical hands down tech mandate
Australian Ethical has awarded a technology mandate that will deliver customised projections to all its superannuation members.
Source: financialstandard.com.au
WealthO2, Roar and NEO merge
Managed accounts platform WealthO2 has merged with financial planning software firm Roar Software and wealth platform software specialist NEO.
Source: financialstandard.com.au
WealthO2 expands with two software mergers
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.
Source: moneymanagement.com.au
Making SoAs shorter 'not enough' to make advice easier for clients
An “unhealthy obsession” with making statements of advice (SoA) shorter will not solve the issue of advice affordability according to a tech platform head.
Source: ifa.com.au