How this advice business has flourished for 50 years; MLC urges inclusion of insurers to provide advice

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.

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

MLC believes life insurers should be able to provide advice under the Quality of Advice Review in the same way as superannuation funds.

Western Australia-based Capital Partners Private Wealth Advisers has announced it will acquire Partnership Wealth.

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.

A lack of sufficient disposable income has caused a downturn in the number of online investors, according to two reports, and firms are being encouraged to find ways to reduce barriers to entry for them.

Risk targeted investing’s approach to changing market conditions combines realism and preparedness, taking the pressure off advisers and their clients, writes Tony Edwards.