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Financial Planning

Advisers graduate Synchron boot camp

RUTH LIEW  |  TUESDAY, 22 APR 2008
Advisers got dirty, sweaty and splattered with paintball shots at Synchron's Next Gen training course that yielded 14 new recruits to the firm's adviser base.

QBE drops PI and D&O insurance

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
QBE Insurance Australia will no longer provide professional indemnity (PI) and directors and officers (D&O) insurance to financial planners and stockbrokers from June onwards following an internal review.

First stop baby boomers, next stop Gen-Y

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
The way to the baby boomers' wallets is through their Gen-Y kids, said Bernard Salt, a leading commentator on consumer, cultural and demographic trends.

Tower launches Accelerate

Tower Australia has launched Accelerate, an online insurance service which it claims saves advisers time and money by speeding up the underwriting process.

LPTs in bargain bin

RUTH LIEW  |  FRIDAY, 18 APR 2008
Investors have a once in a ten year opportunity to invest in listed property as prices reach rock bottom, said a specialist boutique investment manager.

Getting ethics back on track

RUTH LIEW  |  FRIDAY, 18 APR 2008
Good advice? Check. Good investments? Check. Ethics? Hmmm. A US-based financial advice expert said ethics is the third often overlooked plank of a successful business.

Abacus banks on new wave of tourists

RUTH LIEW  |  FRIDAY, 18 APR 2008
Tourists from the US and Japan may be down but hotel property investments are still a good bet thanks to a growing number of visitors from China, Korea and India, according to Abacus Funds Management.

Carbon transport the next big thing

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
Investors looking for a radical way to grow their savings should watch out for new industries that will develop out of the storage and transportation of carbon dioxide, as the move towards using clean coal power stations continue to gain traction.

Austock extends risk service

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
Austock Group has set up a Treasury Risk Advisory team who will help clients effectively manage their interest rate, currency and commodity investments.

Pengana rides global resources boom

MICHAEL HOBBS  |  THURSDAY, 17 APR 2008
Pengana Capital's Global Resources Fund has returned almost 50 per cent net to investors and outperformed the ASX 300 Metals and Mineral Index by 13.1 per cent since March last year.