Mike Taylor
Mike Taylor
News by this author
MDS Financial Group has acquired the key advisory and trading assets of collapsed MINC Financial Services....
Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...
The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...
Financial planning software providers are hotly competing for superannuation fund clients....
Financial planning licensees may have to curtail the practice of allowing authorised representatives to take both clients and client files with them when they move to new...
Aberdeen Asset Management has emerged as a winner in the latest Lonsec Global Equity Sector Review, with the company's Wholesale International Equity Fund being upgraded ...
The number of lost superannuation accounts is continuing to grow, despite the efforts of the Government and the industry....
ASFA resists extending early release super rules to include family violence....
The ATO has signalled more action on tax schemes that have become more targeted and tailored....
CommInsure has lost its adviser services and distribution head, Todd Kardash, to Clearview....
Analysis by this author
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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’...
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...