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Mike Taylor
Mike Taylor
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Seaview Consulting predicts financial planning practice values will remain in decline with supply outstripping demand....
SFG positions for growth based on convergence of planning and accounting....
New survey suggests cost-containment strategies can be counter-productive....
The latest ASIC Market Supervision Report reveals practices amongst securities dealers which might make a planner blush. ...
A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...
Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
Grandfathering will remain under a Coalition Government unless the client decides otherwise....
Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...
Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...