There is no doubt the Australian Consumers’ Association/Australian Securities and Investments Commission’s (ACA/ASIC) 2003 shadow shopping survey had a dramatic impact on...

Dealer groups don’t just happen, they evolve. John Wilkinson reports....

Zurich Financial Services Australia (ZSFA) has been issued the last of its eight Australian Financial Services Licences by the Australian Securities and Investments Commi...

Dealer groups that focus purely on risk are doomed, or are they? John Wilkinson reports....

In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...

Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....

Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...

The investment industry has long been criticised for being reactive in its provision of products. Perhaps this is partly the result of the long lead time in getting a new...

Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....

Not all planners were first educated within the industry. Mike Taylor reports....

In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....

Craig Phillips looks back at some of the big funds management groups no longer in operation....

Is there any way to accurately measure adviser quality, asks Robert Keavney....

The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...