Mike Taylor

Mike Taylor

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A Challenger Group submission has argued that compelling Australian retirees towards annuities could relieve pressure on the Age Pension....

Businesses are being warned against entering into uncommercial insurance arrangements in pursuit of tax deductions....

No particular investment style proved to protect large cap global equity funds from the carnage of the past 12 months, according to research house Lonsec. Find out which ...

Pelorus Property Group has acquired control of the Reed Property Trust in a transaction worth $1.15 million....

The early months of the year may have represented the lowest ebb for Australian financial planners, according to the results of new Wealth Insights research....

New research undertaken by Watson Wyatt suggests many Australian retirees will run out of money because they are too conservatively invested....

The UK's Personal Finance Society has warned that recent changes to the Qualifying Recognised Overseas Pension Schemes regime plus administrative vagaries could challenge...

Macquarie Funds Group offers a new product aimed at riding the recovery based on a 100 per cent limited recourse investment loan....

IOOF's acquisition of Skandia sees Intech sold to Morningstar....

Morgan Stanley and Citi Group have formed a new global wealth management joint venture that will have a significant presence in Australia....

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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