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Mike Taylor
Mike Taylor
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Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....
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...
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....
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Clients with mainly cash holdings not enough to sway ASIC on planner PI requirements....
The inclusion of specific funding for the Tax Practitioners Board sees the FPA writing to the Government for another extension....
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...
Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....
ANZ’s half-year results reveal growth in both planner numbers and planner productivity....
Countplus chairman Barry Lambert points to new strategy and possible listing as ultimately benefiting younger principals....
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...