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....
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...