Professional Planner 2 December 2015 12:53 Save Article inarticleinlinesc-fluid1 Dealer GRoup Research Forum, Professional Planner Leave a Comment Cancel replyYou must be logged in to post a comment. scnative1 scnative2 scnative3 We also recommend Advice A small word that sends a big signal there’s a governance issue ahead Advice Advisers support philanthropy, but 60 pc never raise it with clients Superannuation 1 AustralianSuper advice play bodes well for DBFO resurrection Advice The ultimate service an adviser can provide: Showing up at the worst time Home > Advice Advice Advice A small word that sends a big signal there’s a governance issue ahead Section 761G of the Corporations Act says a client "may" be treated as a wholesale client. It doesn't say a licensee must treat them that way, and the difference between the two means there is a clear need for effective governance. Scott Barlow August 14, 2026 Advice Advisers support philanthropy, but 60 pc never raise it with clients Simon Hoyle August 12, 2026 Superannuation 1 AustralianSuper advice play bodes well for DBFO resurrection Aleks Vickovich August 11, 2026 Advice The ultimate service an adviser can provide: Showing up at the worst time Shayne Sommer August 11, 2026 Sort content by Most recent Oldest Popular Cut + Paste Senator John Williams guest speaker to Consumer Choice Awards Cut+Paste November 01, 2016 Advice SMSFs continue to invest in assets they understand Cut+Paste November 01, 2016 Advice The money or the time? Cut+Paste October 31, 2016 Cut + Paste AFA: Advised Insurance Wins for Consumers Cut+Paste October 31, 2016 Advice Decimal releases White Paper on ‘robo’ ASIC guidelines Cut+Paste October 27, 2016 Cut + Paste Sue Laing: An open letter to our regulator and an appeal to insurers Cut+Paste October 27, 2016 Advice New assets test a potential hazard for account-based pensions Max Newnham October 27, 2016 Advice Could do better: Australia given a B+ and urged to lift SG Sally Rose October 26, 2016 Cut + Paste Centrepoint Alliance and medical services provider Health Predictions launch Centrepoint Healthscreen Cut+Paste October 25, 2016 Cut + Paste Which life insurers have the happiest customers? Simon Hoyle October 24, 2016 Advice Deadline near for Conexus Financial Superannuation Award nominations Professional Planner October 24, 2016 Advice It’s time to assess the cash flow and plan for asset test changes Cut+Paste October 21, 2016 Previous 1 … 127 128 129 130 131 132 133 … 255 Next Load more
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