A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burden currently.
As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year.
Both Betashares and Global X have launched ETFs focused on the global defence sector, just weeks after VanEck also announced its own defence ETF.
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Clime Investment Management has announced that all three of its non-executive directors have resigned from the company’s board.
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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns.
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take control of a smooth transition.
Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hiring additional staff.
