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Financial planning

First Capital fund raising for expansion

Publicly-listed financial services group First Capital Group Limited has received shareholder approval to complete a number of actions aimed at growing its brand and pres...

Financial planning

Cromwell’s 86 per cent lift in assets under management

Queensland-based property and funds management group Cromwell Corporation increased assets under management by a stellar 86 per cent last financial year to $1.37 billion....

Financial planning

First Capital buys stake in Empowernet

Financial services group First Capital Group will acquire 19.9 per cent of business and wealth creation coaching firm Empowernet Digital....

Financial planning

Businesses also underinsured

Australia continues to suffer from an underinsurance problem, with the business sector being just as exposed as ordinary consumers, according to survey data released this...

Financial planning

Financial planning ties critical for corporate super

Corporate superannuation funds have been warned that they need to upgrade their member education and build better relationships with financial planners or face membership...

Financial planning

Contango’s special dividend for MicroCap

Boutique fund manager Contango is paying a special dividend for its ASX-listed MicroCap fund....

Financial planning

Retail fund inflows and FUM continue to impress

The National/MLC group topped the chart in retail funds under management for the June quarter, according to Standard & Poor’s latest market share report, having overtaken...

Financial planning

Retail investors warming to planners: ACNielsen

A survey by ACNielsen Australia has found that nearly three-quarters of 3,000 respondents hold a positive impression of the services offered by planners....

Financial planning

Transparency key in fee debate

Transparency represents the key to the fee-for-service versus commissions debate, according to a survey of financial advisers conducted by Zurich Australia....

Editorial

Genesys helps Challenger post net profit

A net profit of $7 million by its financial planning arm, including Genesys Wealth Advisers, has helped Challenger lift its group net profit by 12.3 per cent to $134.3 mi...

Financial planning

Dazza campaign a hit

The Financial Planning Association’s Value of Advice campaign featuring the anti-hero Dazza has been well received to date and has gone a long way toward alerting consume...

Financial planning

A generation ripe for advice

Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...

Editorial

WHK grows profit by 24 per cent

The WHK Group has grown its net profit for the 2005-06 financial year by 24 per cent to $22.4 million, up from $18.2 million last year, on the back of strong revenue flow...

Superannuation

SMSF trustee returns match fund managers – survey

Self-managed super fund (SMSF) trustees are matching fund managers for investment performance, according to a survey by SMSF provider Multiport....

Editorial

Funds management helps CBA post record profit

A 23 per cent growth in funds under administration to $152 billion helped Commonwealth Bank post a record annual net profit to a shade under $4 billion in 2005-06....