DASH secures additional $10m for IPS acquisition
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated Portfolio Solutions.
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated Portfolio Solutions.
Welcome to the inaugural episode of Relative Return Unplugged, where we dive into one of the most pressing issue
ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator.
ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended.
Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry.
A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intelligence, including any gender differences.
The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update.
Platinum Asset Management has seen its first rise in funds under management in seven months, helped by positive investment performance.
Research house Investment Trends has made a new hire to head up its Australian sales team.
Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive.