Saturday, 11 October, 2008 10:27 AM AEST


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Latest news:

Westpoint promoter banned for life

Burnard has appeal overruled

Former Westpoint promoter Neil Burnard has been permanently banned from providing financial services.... read more »

BOQ may bolster financial advisory business »
Trust appoints managing director »
Haramis departs ANZ for Perpetual »
Finsia releases climate change study »
Technology key to fund-of-fund complexity »
MBA Partnership acquires accounting firm »
All news (last 5 days) »

Features:

Looking back, moving forward

Investor Weekly cover story

By Alice Uribe

Four past superannuation fund chiefs - Ann Byrne, Dennis Carroll, Neil Cochrane and Steve - discuss the formative years of the super system and its transformation into the sophisticated industry it is today.... read more »

The upside of down markets

IFA Cover Story

By Fiona Harris

Eternal optimists always look for a silver lining, so is there an upside for financial planning businesses to the current market downturn? Fiona Harris reports.... read more »

It's not easy being green

IFA cover story

By Victoria Papandrea

Embracing environmental sustainability may be on the minds of most Australian corporations, but it seems much more can still be done to tackle the threat of climate change.... read more »

Climate change reawakens

Investor Weekly Cover Story

By Christine St Anne

The Federal Government's move to introduce an emissions trading scheme (ETS) and renewable energy targets for industry have the potential to create an uncertain investment environment, but also one containing opportunities.... read more »

Unravelling the BRIC market meltdown

IFA Cover Story

By Vishal Teckchandani

Many financial advisers have been seduced by the rising economic prosperity in Brazil, Russia, India and China (BRIC). However, BRIC nation equities have endured a horror run so far this year, burning many financial advisers and investors caught up in the emerging market hype. Vishal Teckchandani reports. ... read more »

Continuing A Legacy

IFA Cover Story

By Julie May

The date may not be set, but exiting a business is inevitable for all business owners. Julie May discovers why putting a succession plan in place is more important than ever before, and why having one can maximise the value of the business and ensure its legacy lives on.... read more »

Is there money in truth, advice and transparency?

IFA Cover Story

By Ian Knox

To begin with, I assume every person reading this article believes they are honest, they contribute to the wellbeing of their clients and they have truth as a guiding principle in their business relationships.... read more »

Boutiques still beautiful?

IFA Cover Story

By Wouter Klijn

The boutique funds management sector has enjoyed phenomenal growth in the past few years. But as the credit crisis reached Australian shores at the end of last year, investment returns started to fall fast, and boutiques have certainly not been spared. Wouter Klijn reports.... read more »

Building A Better Mouse Trap

IFA Cover Story

By Darin Tyson-Chan

The financial planning software market is currently dominated by two providers, Iress and Coin, however, Darin Tyson-Chan discovers some smaller players are now developing their own systems in an effort to obtain technology to improve the advice process for everyone.... read more »

Equity markets a matter of trust

IFA Cover Story

By Victoria Papandrea

The Australian share market enjoyed four straight calendar years of great returns, however, the 2008 financial year proved to be a difficult one for most investors. Victoria Papandrea reports.... read more »

Assessing the risks of an industry

IFA cover story

By Fiona Harris

In a short time, Regulation 126 has embodied what financial planning businesses fear most - each other. Fiona Harris reports.... read more »

The French are coming

IFA cover story

By Karin Derkley

It may take some time before French asset managers make the inroads in Australia that they have in the European funds industry, but the establishment here of some of France's biggest asset manager brand names indicates they are serious about making a start, Karin Derkley reports.... read more »

Beware the lending guarantee

SMSF cover story

By Karin Derkley

Loan providers seem unfazed by Australian Tax Office concerns about personal guarantees, but it may be the market that decides whether it's worth risking falling foul of legislation around SMSF loans. Karin Derkley reports on the problems personal guarantees can potentially cause.... read more »

Making money from hedge funds

IFA cover story

By James Dunn

The phenomenal returns of recent years from traditional asset classes have limited the interest of superannuation funds and institutional investors in hedge funds. However, the market downturn could change all that. James Dunn reports.... read more »

The challenge of remaining relevant to members

IFA cover story

By Victoria Papandrea

Education and training are the key components to remaining relevant to members, Victoria Papandrea finds as she talks to the industry associations.... read more »

Government Decisions - Hit and MIS

IFA cover story

By Staff

Understanding the machinations of government and our legislative and regulatory systems is a mystery to those living and working outside the nation's capital. Our man in Canberra lifts the lid on how governments can change rulings in the financial system. Here he profiles the progression of an idea to a ruling as happened in the case of managed investment schemes in 2007.... read more »

Not just about money

Investor Weekly cover story

By Karin Derkley

Salaries in the funds industry boomed in the past year, but in a more difficult market employees are increasingly motivated by other incentives.... read more »

The bumpy road for US funds

IFA cover story

By Vishal Teckchandani

US fund managers find establishing a presence in Australia more difficult than they first anticipate. Vishal Teckchandani looks at the bumpy road US managers travel to build their reputations and funds under management locally.... read more »

Researching the researchers

IFA cover story

By James Dunn

In trying to make sense of the crowded investment product market, advisers and dealer groups have traditionally outsourced the research function to specialist providers. But in the wake of recent high-profile manager failures, dealer groups are becoming increasingly aware a blow-up on the APL is their responsibility.... read more »

Buying up big

IFA cover story

By Marta Wiacek

Although aggregators have been buying up big in the marketplace, recent market volatility has curtailed some of those activies. Marta Wiaceck looks at what the aggregators are doing now market conditions have dampened the environment.... read more »

Boutiques keep up shingles in tough market

IFA cover story

By James Dunn

The lure of boutique funds management remains strong for Australian fund managers despite financial market volatility and tightening economic conditions. James Dunn looks at what's happening in the boutique sector in Australia.... read more »

Multi-manager roundtable

IFA cover story

By Victoria Papandrea and Vishal Teckchandani

IFA recently assembled a roundtable of investment managers and research heads to discuss what's happening the multi-manager space. They spoke about the impact of the current market conditions, new products and where the sector is heading.... read more »

In the line of fire: Westpoint three years on

IFA cover story

By Kate Kachor

It has been three years since the beginning of the disaster that was the Westpoint mezzanine finance schemes. Regardless of the passing years, the anguish from the collapse continues to be felt. Kate Kachor reports.... read more »

Authorised Representatives' Liability: Lessons from the Delmenico case

IFA cover story

By Mark Halsey

A recent court case involving the Westpoint collapse has left an individual adviser facing the full brunt of the client claims. Financial services lawyer Mark Halsey asks whether this is a preview of things to come.... read more »

Industry's Super man

Investor Weekly cover story

By Christine St Anne

As the new man in the super job, Senator Nick Sherry has set himself a challenging agenda. He spoke exclusively to Investor Weekly's Christine St Anne about his plans for the superannuation industry.... read more »

IFA Dealer Group Survey

By Staff

The pressures of the recent stock market setbacks have not yet been reflected in the IFA Dealer Group Survey for the second half of 2007.

... read more »

Insurance on platforms

IFA cover story

By Karin Derkley

Technology is transforming the distribution of individual life insurance - but not all agree on the right platform for its delivery. Karin Derkley reports.... read more »

It's the journey that's important, not just the destination

IFA cover story

By Julia Newbould

Easy rider Julia Newbould dons her leathers for the annual financial services Corners 4 Kids charity ride and discovers it's the journey that's important, not just the destination.... read more »

Unlocking Australia's export potential

Investor Weekly cover story

By Victoria Young

Labor has set the wheels in motion to slash the withholding tax rate for distributions from Australian managed funds for non-resident investors from 30 per cent to 15 per cent. Ditching the Government's "sticky fingers" will allow our nation to compete with other countries and launch Australia as a financial entrepot for Asia.... read more »

Last drinks: End to agribusiness tax breaks

IFA cover story

By Madeleine Koo

With the axe set to fall on non-forestry managed investment scheme tax breaks, Madeleine Koo examines whether this spells the end for such products and the advisers who give them business.... read more »

400th anniversary edition

By Staff

IFA celebrates its 400th issue by taking a look at the movers and shakers, the deals and the issues that have characterised the industry since Investor's Advisor was first published in 1999.

* Broken arrows
* A long and bumpy road
* Pay packets surge, Gen Y replaces X
* An industry comes of age
* Policing the naughties... read more »

Governance in a time of chaos

Investor Weekly cover story

By Christine St Anne

Market turmoil and profit losses have made investors wary and nervous. Christine St Anne looks at whether the industry has what it takes to safeguard investor returns during what promises to be a volatile year.... read more »

Gearing: Grinding through the issues

IFA cover story

By Jane-Anne Lee

The time is right to review margin lending clients' managed funds, equities and risk profile, according to some in the industry, while others believe the climate is tood for entering the margin lending market. Jane-Anne Lee reports.... read more »

Red tape stranglehold

IFA cover story

By Madeleine Koo

Labor is under pressue to cut red tape for financial planners, but how will the new Government's plans affect your business and your clients' money? Madeleine Koo reports.... read more »

PI battle commences

IFA cover story

By Victoria Young

History shows that when returns plummet, the number of investor complaints soars. Is it another issue for professional indemnity insurance? Victoria Young reports.... read more »

Business coaching for success

IFA cover story

By Vishal Teckchandani

Using a business coach can help lift the profitability of a financial planning practice, but many firms have little or no contact with a business coach or consultant. Vishal Teckchandani reports.... read more »

Up grading a bright idea

IFA cover story

By Kate Kachor

Financial planning software has come a long way in the past decade. Kate Kachor spoke with a number of the industry's top principals about their own software progression.... read more »

Out of shadows and into the light

IFA cover story

By Kate Kachor

It's been a long time coming, but superannuation has finally come out of the shadows. Kate Kachor reports.... read more »

Another BRIC in the wall

The changing face of emerging markets

By James Dunn

Investing in emerging markets has never been for the faint-hearted, but the sector's long-term fundamentals remain very attractive.... read more »

Next in line

secrets to effective succession planning

By Jane-Anne Lee

Succession planning is one of the biggest issues facing financial planning practices, yet few businesses have a succession plan in place.... read more »

First impressions

IFA cover

By Victoria Young

First impressions count in the financial advice business and advisers need to be expert communicators to convince clients of the value of their work.... read more »

Direct investing - getting in on the act

IFA feature

By Stephen Blaxhall

A wave of new investing tools has hit the market in the past few years as financial markets continue to climb. How are financial planners looking to get in on the action and do they really know what clients are up to?... read more »

Financial planning wants you

IFA cover

By Alethea Mouhtouris

The discipline, focus, dependability and leadership learnt in the armed forces makes military recruits a natural fit for the planning industry.... read more »

Foreign funds flying the flag in Oz

IFA cover

By James Dunn

The size of Australia's superannuation sector and its proximity to Asia are among the reasons foreign funds flock to its shores, but it's not all plain sailing for global asset managers looking to establish a foothold here.... read more »

The great unit pricing debate

News analysis

By Christine St Anne

Unit pricing was put firmly back on the agenda following parliament's recent review on the structure and operation of the superannuation industry.... read more »

Demystifying the LMI market

IFA cover

By Stephen Blaxhall

A growing number of investors now have access to funds directly through ASX-listed investment vehicles. Why is this sector growing and what does it offer?... read more »

On the lookout for staff

IFA cover

By Kate Kachor

If the lack of advisers, paraplanners and support staff is not bad enough, the skills shortage has another nasty side effect, with the industry turning on its own.... read more »

 
 

 
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