Wealth02 rebrands business following mergers
WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group.
The firm recently merged with software firms NEO and Roar to create an advice technology solutions group.
It said the rename reflected the value proposition and future vision of the group as a best-of-breed solution provider for the wealth industry.
Andrew Whelan, chief executive, said: “We are thrilled to announce WealthO2 has become DASH. We are excited about the introduction of our new group name which will allow us to better articulate our offering to both our customers and the market.
“In recent years, we have seen the whole adviser experience change. The exit of banks from the platform space has left a hole in the industry. Legacy providers have been replaced by product-style platforms who have lost their focus on the financial planner.
“At DASH, we see ourselves as a technology partner rather than a product which platforms have now morphed into.”
A new company logo and corporate website was planned for launch in May 2022.
AUTHOR
Laura Dew
Recommended for you
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data.
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits revised bids from three private equity players.
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an improvement from a $50 million loss last year.
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores the evolving nature of the distribution role.
