George Kinder has paid tribute to his friend and Life Planning movement co-founder Dick Wagner after his death last week.

Financial Planners should aim to think more from the client’s point of view and also make better use of technology to improve their businesses.

AXA Wealth has unveiled a new online ‘LifePlanning’ toolkit for advisers to use with clients to give them a “clearer view” of their financial well-being. Read more...

The failure of Financial Planning and Life Planning to command the advice sector in the way the iPhone has dominated the mobile phone market is explored in a new book by George Kinder. Read more...