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Clime IM suffers mass board exit

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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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How to Set Financial Goals for Your Business

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Sydney adviser banned by ASIC over conduct concerns

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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.

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Ensuring a smooth tech implementation for AFSLs

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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.

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Creating extra scale without extra headcount

scale/financial-advice/practice-management/efficiency/

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.

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AFCA warns advisers of risk of misclassifying wholesale investors

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AFCA has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a person qualifies as a wholesale investor given the lack of protection available to them.

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Managed accounts break through $200bn FUM milestone

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The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under management.

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Former Lonsec director joins GDG board

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A former director of research house Lonsec has joined the board of GDG as a non-executive director.

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Financial stress in Australia hits decade-high: AMP

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Financial stress levels among working Australians has reached its highest point in a decade but few are taking their struggles to a financial adviser, AMP finds.

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