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 Government response to FSI: considered approach required Cut+Paste October 20, 2015 Advice Chant West: Diversification cushions the blow in disappointing quarter for super funds Cut+Paste October 19, 2015 Advice SuperRatings: Super funds down in first quarter Cut+Paste October 19, 2015 Advice Graduate recruitment and compulsory CFP behind StatePlus drive to expand advice offer Simon Hoyle October 18, 2015 Advice Class IPO – 10 years in the making Cut+Paste October 16, 2015 Advice Governance Institute calls for superfund board independence bill to be scrapped Cut+Paste October 15, 2015 Advice SMSFA: Chalmers appointment to keep super, financial services a priority Cut+Paste October 15, 2015 Cut + Paste TAL evolves digital access for group insurance members Cut+Paste October 12, 2015 Advice Australians Support 12% super and are more willing to switch funds to get a better deal on fees Cut+Paste October 11, 2015 Advice Study highlights the importance of educating clients on the pros and cons of group life Glenn Freeman October 08, 2015 Advice SMSF Owners say there’s a better way to tax super Cut+Paste October 08, 2015 Cut + Paste Life insurance profits up but you still pay more Cut+Paste October 07, 2015 Previous 1 … 164 165 166 167 168 169 170 … 255 Next Load more
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