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 New White Paper assesses the five key mega-trends affecting SMSFs and their advisers Professional Planner July 26, 2015 Advice Seven reasons why ASIC’s $200,000 minimum for an SMSF is not in the client’s best interest Cut+Paste July 24, 2015 Advice Shifting focus from markets to clients can build a more valuable financial planning practice Simon Hoyle July 23, 2015 Advice Self-Managed super fund clients are a doubled-edged sword for financial planners Glenn Freeman July 23, 2015 Advice SMSF research shows trustees are still reluctant to turn to planners for much needed advice Cut+Paste July 23, 2015 Cut + Paste AFA: Level commissions should not change Cut+Paste July 23, 2015 Advice SMSF Association launches brand new accreditation program Cut+Paste July 23, 2015 Advice ASIC releases guidance on SMSF advice Cut+Paste July 23, 2015 Advice Behavioural finance implementation service for advisers launched Cut+Paste July 23, 2015 Advice Clients want a needs-based advice model from their financial advisers – AIA Australia Cut+Paste July 22, 2015 Featured Homepage Posts No plans to drop risk premiums as upfront commissions decline Glenn Freeman July 21, 2015 Contributors The Life Insurance Framework has a fatal flaw – but here is how to fix it Tim Mackay July 21, 2015 Previous 1 … 175 176 177 178 179 180 181 … 255 Next Load more
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