Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...

THe Argyle Partnership partner Peter Bobbin says while the legal industry remains largely untapped as a referral source by financial planners, solicitors themselves make ...

When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....

Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...

Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....

The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...

Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....

There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...

Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....

Financial planning software provider IWL released VisiPlan version 5.8 last week and is already gearing up for version 5.9 – to be released in late October and include op...

Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....

Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...

AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....

The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...