How this advice business has flourished for 50 years

financial-advisers/financial-advice/SMSF-advice/succession-plans/

| By Rhea Nath |

Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients since the 1970s.

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financial advisers

financial advice

SMSF advice

succession plans

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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ASIC inquiry dispute continues as Labor appears in Senate

senate/Senate-Economic-References-Committee/andrew-bragg/ASIC/inquiry/

| By Laura Dew |

Policy & Regulation

The war of words regarding ASIC’s provision of evidence to a Senate inquiry has continued as Labor senator Katy Gallagher appears in the Senate to provide an explanation of ASIC’s action.

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senate

Senate Economic References Committee

andrew bragg

ASIC

inquiry

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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ASIC reveals H1 advice enforcement stats

ASIC/misconduct/financial-advice/

| By Laura Dew |

Financial planning

ASIC has revealed the number of its enforcement outcomes which related to financial advice misconduct in the first half of 2023.

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ASIC

misconduct

financial advice

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Former Ignition CEO takes up chair role

Ignition-Advice/chair/

| By Rhea Nath |

People & Products

Craig Keary has been appointed chair at a leading digital platform, tasked with overseeing a Series A capital raising program and the opening of its operations in South Africa.

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Ignition Advice

chair

AUTHOR

Rhea Nath

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CFS outlines how adviser feedback helped its Edge development

CFS/bryce-quirk/platforms/Kelly-Power/

| By Laura Dew |

Financial planning

Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its Edge platform.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Lowe makes penultimate RBA rate call

Reserve-Bank-of-Australia/RBA/interest-rates/inflation/

| By Laura Dew |

Funds management

RBA governor Phil Lowe has made his latest monetary policy decision as he counts down to his departure in mid-September.

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Reserve Bank of Australia

RBA

interest rates

inflation

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Insurer reveals future of the PI industry

professional-indemnity-insurance/PI-insurance/insurance/financial-advice/APRA/

| By Laura Dew |

Financial planning

A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premiums have risen more than 40 per cent since 2015.

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professional indemnity insurance

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Former investment manager charged over fraudulent documentation

Funds-management/ASIC/

| By Rhea Nath |

Financial planning

Following an ASIC investigation, investment manager Brett Trevillian has been charged for forging portfolio performance verification reports that were provided to potential investors.

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Funds management

ASIC

AUTHOR

Rhea Nath

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Insignia CEO shifts focus to advice for super members

insignia-financial/renato-mota/licensees/

| By Laura Dew |

Financial planning

Insignia CEO Renato Mota has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members.

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insignia financial

renato mota

licensees

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Almost 5k advice and investments complaints to AFCA in FY22–23

CSLR/AFCA/complaints/Dixon-Advisory/

| By Rhea Nath |

Financial planning

Investment and advice complaints have seen a 51 per cent increase in the last financial year, largely attributed to complaints against Dixon Advisory and Best Leader Markets.

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AUTHOR

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How this advice business has flourished for 50 years

AUTHOR

Rhea Nath

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ASIC inquiry dispute continues as Labor appears in Senate

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC reveals H1 advice enforcement stats

AUTHOR

Laura Dew

Laura 's social profiles:

Former Ignition CEO takes up chair role

AUTHOR

Rhea Nath

Rhea 's social profiles:

CFS outlines how adviser feedback helped its Edge development

AUTHOR

Laura Dew

Laura 's social profiles:

Lowe makes penultimate RBA rate call

AUTHOR

Laura Dew

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Insurer reveals future of the PI industry

AUTHOR

Laura Dew

Laura 's social profiles:

Former investment manager charged over fraudulent documentation

AUTHOR

Rhea Nath

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Insignia CEO shifts focus to advice for super members

AUTHOR

Laura Dew

Laura 's social profiles:

Almost 5k advice and investments complaints to AFCA in FY22–23

AUTHOR

Rhea Nath

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