Organizational learning and innovation capabilities are widely regarded as important sources of competitive advantage as they enhance a firm?s capacity to create, maintain, expand and renew its bases of strategic resources, and, as a result, increase its chances of success in the marketplace....

The paper uses an Australian case study to investigate the changing face of the financial planning arena. It provides an introduction to the establishment of the financial planning industry in Australia. In particular it focuses on the way financial planners have been required to develop...