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Financial Planning

Oceanic and AIFA launch 13-wk FP course

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
A joint venture between Sydney-based Oceanic Human Resources and the Australian Institute of Financial Services & Accounting (AIFA) is addressing the national financial planner shortage by creating a 13-week fast track planning course.

BT raises savings for term deposits

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
BT Financial Group raises the stakes in providing the best cash alternative for super investors after boosting its one-year term deposit rate by 30 basis points to 8.4 per cent.

QIC taps EMs with risk control

RUTH LIEW  |  TUESDAY, 17 JUN 2008
QIC has launched the created QIC Emerging Markets (EM) Equity Fund - a risk-controlled and cost-effective strategy that allows funds to invest in emerging markets.

Mums-and-dads want investing made simple

RUTH LIEW  |  TUESDAY, 17 JUN 2008
A comprehensive two-year study of retail and institutional investors in the US has found there is still a great divide between how mums-and-dads invest as opposed to their insto counterparts.

Lincoln to launch more 'golden rule' funds

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
Melbourne-based Australian share research house Lincoln plans to use its tried-and-tested approach to launch three products across small caps, income and global equities in the next 12 to 18 months.

KBC Global Water rated recommended

Blue gold investing is yet to hit mainstream in Australia but for those who believe there's money to be made in water investments, Lonsec singles out KBC Global Water as one to watch.

IOOF buys 13pc stake in MacarthurCook

RUTH LIEW  |  MONDAY, 16 JUN 2008
IOOF has bought a 13 per cent stake in boutique property investment fund manager MacarthurCook.

Trust banks on fiduciary after BNY sale

RUTH LIEW  |  MONDAY, 16 JUN 2008
Trust Company Limited received a $14 million profit injection from the sale of its 50 per cent stake in BNY Trust Australia - paving the way for Trust to focus more on its fiduciary roots.

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
The Financial Planning Association (FPA) released details of its 2008 National Conference, Ignite the Difference, an event that aims to encourage advisers to distinguish themselves as professionals.

Another take on LPTs

While many investors have long thrown the listed property trust sector in the sin bin, a leading property expert said there's the odd gem to be found, particularly in the office sector.