Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

In a round table discussion on how technology is shaping the financial services industry, MONEY MANAGEMENT asked a panel of industry commentators if the future of online ...

The Summit master trust is to provide online share trading through a deal struck with Sanford....

The Summit master trust is to provide on-line share trading through a deal struck with Sanford. ...

Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...

The long heralded float of Count Wealth Accountants has received enormous support from its advisers with the preferential offer to members already oversubscribed....

While master trusts are a big part of the local scene they have yet to make a real impact in the UK market. JASON SPITS looks at why the market is set to change in the ne...

Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...

In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...

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I read with some interest the letter that Marj Russell wrote about licensing advisers....

Prominent financial adviser Anthony Starkins has called for the outlawing of commissions because they contravene the fiduciary relationship between advisers and clients....

The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....