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Financial Planning

The art of making money through artworks

The private banking arm of National Australia Bank is hosting seminars on art investing as a growing number of investors turn to art to increase their wealth.

CommBank customers tough to please and getting tougher

CommBank customer research has reportedly revealed that their customers are tough to please and getting tougher.

Full steam ahead for reverse mortgages

A growing number of companies are providing reverse mortgage products and the more providers there are the better for consumers, said the industry's peak body SEQUAL.

Planners have to earn trust of consumers: FPA

Financial planners can fix misconceptions about their industry through individual commitment to professionalism.

Asteron stand alone on TPD and upgrade policy benefits

Asteron has launched a stand-alone TPD insurance product and upgraded a range of policy benefits at no cost to customers.

Paraplanners gain ground

Paraplanning is gaining recognition in the financial planning profession, underpinning the quality of this year's State winners of the paraplanner of the year awards.

Returns after-tax are the maingame: Vanguard

Vanguard Investments Australia's head of retail, Robin Bowerman, has warned financial planners and investors to demand after-tax reporting or risk being shortchanged.

Advisers should provide advice for philanthropy too

Financial planners should take a leading role in giving clients good advice not just with their finances but with their philanthropic needs.

SMF Spectrum swallows ML Super

SMF Spectrum is continuing their expansion by swallowing Merrill Lynch's super and pension fund (MLSF).

Macquarie pilots life insurance system

Macquarie Adviser Services' pilot project of straight-through processing of life insurance is "well advanced" and has drawn a positive response from the industry.