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Mike Taylor
Mike Taylor
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Australian financial planners and their clients have had to live with higher than normal levels of market volatility for much of the past three years as both a consequenc...
The PJC has been warned that the availability of intra-fund financial advice makes it crucial the FOFA bills are viewed in the same context as MySuper....
Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....
Market volatility and changes see HFA downgrade its earnings guidance....
Federal Opposition says Government has undermined retirement savings agenda with MYEFO superannuation cap changes....
Financial planner sentiment may be reflecting that of the broader small business community, which has plumbed GFC lows....
Ventura uses multi-manager efficiencies to reduce financial adviser costs....
The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....
Dealer groups increasingly turn to SMSF specialist accreditation....
A new study has revealed the degree to which the growth in SMSFs has served to undermine conventional funds....
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...