By Mike Taylor

News by this author

The Financial Services Working Group is close to finalising the streamlined disclosure documentation attaching to margin loans, superannuation and managed investment sche...

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IOOF appears to have reaped the benefits of its merger with AWM and its acquisition of Skandia....

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New Mercer research undermines suggestions that the superannuation tax concessions are skewed towards the more highly paid....

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Bravura chief executive Iain Dunstan has quit the company as it reports a poor result for the six months to the end of December....

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Big West Australian fund GESB wants more effort put into telling consumers about the value of advice....

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Austock appoints Masi to succeed Boyle as chief executive....

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Bell Financial's 2008 acquisition of Southern Cross Equities has paid dividends, prompting the group to look at further growth....

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Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...

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Draft legislation on the tax treatment of managed investment trusts disposals will ensure Australia's tax regime remains competitive in attracting foreign funds, accordin...

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The latest IFSA/CoreData Investor Sentiment Index suggests Australian investors are going to close out the year on a positive note....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 2 weeks ago

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

4 months 2 weeks ago

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

6 days 18 hours ago

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

1 day 13 hours ago

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

1 week 4 days ago