/tags/global-best-practices/ Recent content in Global Best Practices on Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s19-8-q02-the-importance-of-the-investigative-process-in-financial-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s19-8-q02-the-importance-of-the-investigative-process-in-financial-planning/ The importance of the investigative process in financial planning. Companion read for Section 19.8 — Global Best Practices. /posts/investment-adviser1-s19-8-q03-fiduciary-duties-and-transparency-in-financial-services/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s19-8-q03-fiduciary-duties-and-transparency-in-financial-services/ Fiduciary duties and transparency in financial services. Companion read for Section 19.8 — Global Best Practices. /posts/investment-adviser1-s19-8-q01-understanding-the-distinction-between-reporting-holdings-versus-reporting-transaction-activity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s19-8-q01-understanding-the-distinction-between-reporting-holdings-versus-reporting-transaction-activity/ Understanding the distinction between reporting holdings versus reporting transaction activity. Companion read for Section 19.8 — Global Best Practices. /posts/investment-adviser1-s19-8-q04-internal-firm-governance-and-recordkeeping/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s19-8-q04-internal-firm-governance-and-recordkeeping/ Internal firm governance and recordkeeping. Companion read for Section 19.8 — Global Best Practices.