accountancy

Financial planning

HeirWealth partners with Sydney advisory firm

Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer....

Financial planning

Specialist network an ‘absolute must’ for advisers

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...

Financial planning

Unpacking the integrated advice, accountancy business model

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...

Financial planning

CountPlus member firm completes acquisition

O’Brien Accountants and Advisers has completed a tuck-in acquisition of accounting business Hillard O’Donnell, with Damien O’Donnell becoming shareholder as part of the o...

Accounting

Planners and accountants will merge

Planners and accountants will increasingly merge under an advice structure due to business sustainability and client demand, but they must be a cultural fit to succeed. ...