Mike Taylor
Mike Taylor
News by this author
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
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...