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 Austock Life: Social security and pension treatment of insurance bonds Cut+Paste August 13, 2015 Cut + Paste Life Insurance Direct: Protect our firefighters Cut+Paste August 12, 2015 Advice Consumers highly rate financial advisers Cut+Paste August 12, 2015 Advice Industry fund UniSuper throws down the gauntlet to risk advisers Glenn Freeman August 11, 2015 Advice More competition in super needed to reduce fees Cut+Paste August 10, 2015 Advice Retirement Savings Gap ‘significantly underestimated’ says Dixon Advisory Cut+Paste August 10, 2015 Advice AFA announces Life Insurance Roadshow Facing into Transition Cut+Paste August 10, 2015 Advice Retirees and super savings would be hit hardest by changes to dividend imputation: ASFA Cut+Paste August 10, 2015 Advice Financial services industry must look beyond regulatory change and embrace digital Cut+Paste August 10, 2015 Cut + Paste FPA and Zurich launch world first Insurance Literacy Index revealing financial literacy gap Cut+Paste August 10, 2015 Featured Homepage Posts Frydenberg urges life insurers to help advisers transition and pass on savings to consumers Simon Hoyle August 08, 2015 Advice Industry funds could be key in restoring public confidence in advice Glenn Freeman August 06, 2015 Previous 1 … 172 173 174 175 176 177 178 … 255 Next Load more
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