Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
WTL model proven, but tailwinds alone won’t create value: Cullen
WT Financial Group founder and managing director Keith Cullen said the licensee’s business model is now proven, and that it has built the “machinery” needed to convert well-documented industry tailwinds into shareholder value.
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