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Mike Taylor
Mike Taylor
News by this author
Specialist broker claims merged planning/accounting firms represent better value....
BT Select points to new growth objective backed by increased resourcing of member practices....
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
FPA links to industry fund on referrals to FPA Professional Practices....
The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
New wealth insights data confirms planner sentiment has been rising on the back improved investor sentiment....
Planners remain immobile as they await Treasury clarity on grandfathering. ...
ASIC uses examples of its actions against financial planners and others to defend its record. ...
Lawyers target planners as ASIC says PI is a risk management tool rather than a consumer protection mechanism....
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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...