Mike Taylor

Mike Taylor

News by this author

Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....

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The FPA is calling for Tax Agent Services Act (TASA) amendments to be sent off to a committee and possibly deferred for another six to 12 months, following the tabling of...

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AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

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Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

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Clients with mainly cash holdings not enough to sway ASIC on planner PI requirements....

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The inclusion of specific funding for the Tax Practitioners Board sees the FPA writing to the Government for another extension....

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It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...

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Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....

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ANZ’s half-year results reveal growth in both planner numbers and planner productivity....

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Countplus chairman Barry Lambert points to new strategy and possible listing as ultimately benefiting younger principals....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 22 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 1 hour ago