Mike Taylor
Mike Taylor
News by this author
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....
The legislation enshrining the term 'financial planner/adviser' will only become law if the Prime Minister, Kevin Rudd, names a later election date. ...
The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....
ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....
The FPA has been foremost in welcoming the Coalition’s breakthrough on the TASA legislation delivering planners a further 12 months’ exemption. ...
ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...
Planners will get a further 12 months relief on TASA changes as part of Government concessions to Coalition on the legislation. ...
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...