For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...

The impact of Financial Services Reform (FSR) is really being felt in the life industry. Julie Bennett reports....

It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...

Push button planning or a smart business move? Nick Brinkworth discusses corporatising your client relationship....

Contrary to what many planners may think, clients often don’t believe they have a relationship with their adviser, according to consultant and trainer Steve Lesser....

For the first time ever, the FPA convention included a CFP retreat to which only CFPs were invited. John Wilkinson spoke with keynote speaker, Peter Webb....

Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...

The hardest thing about implementing a service culture, according to financial adviser Sylvia Dickson from Dickson Bonacci, is defining what a service culture actually is...

Julie Bennett reports on Credit Suisse’s latest Hypercompetition paper, which exposes the flaws of the buyer of last resort facility....

Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....

AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...

Platform provider Asgard has announced it will give fee discounts of up to 32 per cent for linked family accounts....

Life houses have grasped the opportunity to pass judgement on risk research groups, but as Julie Bennett discovered, they also feel the raters are getting some things rig...

Platinum Asset Management and Macquarie Wrap Solutions have resolved a brief but public dispute after Platinum moved to withdraw its funds from the latter’s platform inve...