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 Featured Homepage Posts More acrobatics as the AFA backflips again on risk reforms Glenn Freeman July 21, 2015 Advice Your Best Interests – Episode Four screening tonight Cut+Paste July 21, 2015 Cut + Paste AFA on Life Insurance Framework Cut+Paste July 20, 2015 Advice Super funds in the black for the sixth straight year Cut+Paste July 20, 2015 Cut + Paste Findex launches commission-free life insurance Simon Hoyle July 20, 2015 Advice Assistant Treasurer to address inaugural WSSA Conference Cut+Paste July 17, 2015 Cut + Paste Life insurance risk market inflows up 9.4% over the year from $13.2bn to $14.5bn Cut+Paste July 17, 2015 Advice ASIC move on auditor gets thumbs up from SMSF Association Cut+Paste July 16, 2015 Advice AMP SMSF acquires Justsuper Cut+Paste July 16, 2015 Advice Cash conundrum: Investors and fund managers assess the cost of managing risk Michael Armitage July 16, 2015 Advice New designation bringing certainty to clients seeking a trusted adviser Jim Stackpool July 14, 2015 Advice Full in-house financial planning service takes off at AvSuper Dan Purves July 14, 2015 Previous 1 … 176 177 178 179 180 181 182 … 255 Next Load more
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