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 Advice TTR strategy ‘valid’ – even after Budget proposals Cut+Paste August 08, 2016 Advice Super funds face uphill battle to engage young people Cut+Paste August 08, 2016 Advice Rethinking client strategies in a shifting retirement landscape Assyat David August 08, 2016 Advice Retirement income shift highlights need for innovation Cut+Paste August 07, 2016 Cut + Paste Overconfidence and false expectations may explain why Australians hold less life insurance than their global peers Cut+Paste August 05, 2016 Advice How the Budget Super changes are yet another blow to an adequate retirement for women Cut+Paste August 04, 2016 Advice SMSF trustees ditch equities in favour of property and cash Cut+Paste August 03, 2016 Advice Rice Warner: Productivity Commission – complacent super industry about to be squeezed? Simon Hoyle August 03, 2016 Advice Equip launches pilot program for Equip MyMoney robo investment service Cut+Paste August 03, 2016 Advice Report reveals silver lining for trustees in low-interest environment Cut+Paste August 03, 2016 Advice Cementing trust in a financial advice profession Simon Hoyle August 03, 2016 Advice How to assess the superannuation system’s performance Cut+Paste August 02, 2016 Previous 1 … 137 138 139 140 141 142 143 … 255 Next Load more
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