DASH

?????? ???????? ?????????????? ???????????? ???????? ???? ?????? ?????????????????? ???? ????????! The FIIG Monthly Income Fund (ETL6333AU) is now accessible via the DASH platform’s Investor Directed Portfolio Service Approved Product List. Why choose the FIIG Monthly Income Fund? ??Income Focus: Designed to deliver stable monthly returns, perfect for investors seeking regular cash flow. ??Actively Managed: Managed by our expert Investment Management Team and Portfolio Manager Garreth Innes, CFA, ensuring proactive and strategic bond selection. ??Attractive Returns: Aims to outperform the Bloomberg AusBond Bank Bill Index by 2% —equating to an impressive 6.415% p.a. (as at 27 November 2024). Whether your managing retirement income, looking to balance your portfolio with a stable bond fund, or generate solid returns, this fund provides a reliable solution to complement your investment strategy. Learn more about the FIIG Monthly Income Fund and how it can enhance your portfolio: https://bit.ly/3OOEo8R Equity Trustees Limited (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the FIIG Monthly Income Fund.

Did you miss the Technology Mic-Drop at the #FAAACongress24? Two packed hours hearing from advisers on their practice wins using technology. If you missed it, swing by the DASH stand and we can help you out.

We've got quite the crew here at the #FAAACongress24 representing the whole advice process. If you're looking for proven ways to make your business better, we've got you. Evergreen Consultants, Integrated, ProductRex, InvestCloud, Inc. ?? Come see us at stand 4

DASH is proud to have been included in the AFR Fast 100 list this year, coming in at number 62 across a broad range of industries. ? This is a testament to the growth we’ve had over the last three years, and the hard work our team has put in to sustain it. ? Thanks to all our supporters who have helped get us to this point, none of this would be possible without our clients.?Here’s to more years of growth and innovation.

Congratulations to one of our longstanding software partners Finchley & Kent for their Financial Services Practice of the Year win!

Hands up if you’re going to the Financial Advice Association Australia (FAAA) Congress next week? We’re looking forward to spending three days mingling, learning, and connecting with you. ? Let us introduce you to some of our valued partners who will be joining us: ? Evergreen Consultants, a leader in managed accounts which is arguably one of the most popular shifts advisers are making to introduce better client outcomes in their practices. ProductRex, an award-winning superannuation and investment product comparison tool that has taken the industry by storm. InvestCloud, Inc., a technology provider dedicated to helping you work smarter, enrich client relationships, and elevate financial outcomes. Integrated, a specialist provider of whole-of-wealth, non-custody portfolio administration & reporting services for Private Client businesses and Family Offices. ? Looking for a beginning-to-end solution? We’ve got you. #FAAACongress24

Have you spotted Kevin Liao at the ASFA | The Voice of Super Conference? If you’re looking to jump into digital advice, make sure you track him down for a chat!

“AI allows a breakthrough in the scalability cap. Suddenly, one-to-one advice presentations transform into personalised and engaging advice, with faster advice generation and higher client satisfaction,” said Andrew Whelan to ifa (Independent Financial Adviser) this week. “Demand for advice far outstrips supply. With AI implemented correctly and safely, it is going to be a pivot point in the industry if they can use it to the benefit of their customers. Essentially it should be win-win if implemented properly,” he shared. Read the full article below.

See you there! #FAAACongress24

Off the back of the AI Innovator award this week, Andrew Whelan shares what his thoughts are on the balance of AI usage in financial advice, warning over-regulation by the Treasury would take us back to the years of stifled innovation that we have just emerged from. Take a listen to the whole interview, including the critical role humans will always have in advice. https://lnkd.in/gD5gkKhr Thanks ausbiz and Nadine Blayney