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 Rice Warner: Pre-Budget myth breaker – we are not a lump sum society! Cut+Paste March 24, 2016 Advice Financial planners are becoming even more sophisticated in their product advice to retirees Cut+Paste March 23, 2016 Advice AMP Cancer Council Pro Bono Program helping more people with financial guidance Cut+Paste March 23, 2016 Advice Why financial planners should be alive to advice on philanthropy Simon Hoyle March 23, 2016 Advice Focus on financial advice qualifications an overdue step; but beware, all degrees are not equal Cut+Paste March 21, 2016 Advice Super funds down in February – but it could have been much worse Cut+Paste March 21, 2016 Advice Super returns encounter further challenges in February Cut+Paste March 21, 2016 Advice For too long SMSF has been an amateur’s DIY project; reality is about to bite hard Cut+Paste March 20, 2016 Cut + Paste CANSTAR releases its Direct Income Protection Star Ratings report today; warns quality is vital Cut+Paste March 17, 2016 Advice Battle of the giants: binding death benefit nomination vs reversionary pension Cut+Paste March 17, 2016 Cut + Paste Life Insurance Code of Practice will be strengthened Cut+Paste March 16, 2016 Advice Purpose of superannuation should be to provide a reasonable income in retirement, not just to replace the Age Pension Cut+Paste March 14, 2016 Previous 1 … 148 149 150 151 152 153 154 … 255 Next Load more
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