Mike Taylor

Mike Taylor

News by this author

New US research points to the financial imperative which exists for planners to better understand female clients....

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The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....

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AFA wants legislation to reflect that there is no difference between planners and advisers....

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Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....

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Financial advisers have been listed as the dominant distributors of retail structured products in Australia by research undertaken by IOSCO. ...

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The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...

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More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....

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New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....

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New research suggests financial planner sentiment has returned to levels not seen since before the global financial crisis....

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Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago