In the bitter and largely ridiculous war that continues to wage between dealer groups and advisers over client ownership, some industry players could be accused of forget...

The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....

Fallout from the Hartley Poynton case has not abated with continuing interest into how this judgement may set the ground rules for further court action involving advisers...

Has the roll out of financial services products reached a plateau? In recent week there have been a large number of product providers rolling out enhancements and new fea...

Exit strategies continue to treat all planning businesses the same, penalising those with true client commitment and intrinsic value. ROB KEAVNEY says this situation must...

Web-based risk profiler ProQuest has rolled out its risk profiling system in the United States (US) and claims it is already dealing with a steady stream of interest from...

The proliferation of financial planning professionals puts potential clients in a quandary over how to choose an adviser. TOM COLLINS writes we may be at the point where ...

Cultural issues play an important role in the relationship between client and adviser. NICOLE SZOLLOS reports on some of the challenges faced by advisers working in Asia....

Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...

Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....

AMP’s financial services division’s profits have surged in the six months to the end of June while the rest of the company’s profits are down on last year’s result....

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

Semantics aside, there is a real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another ...