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Latest news:Westpoint promoter banned for lifeBurnard has appeal overruledFormer 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 forwardInvestor Weekly cover storyBy Alice UribeFour 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 marketsIFA Cover StoryBy Fiona HarrisEternal 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 greenIFA cover storyBy Victoria PapandreaEmbracing 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 reawakensInvestor Weekly Cover StoryBy Christine St AnneThe 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 meltdownIFA Cover StoryBy Vishal TeckchandaniMany 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 LegacyIFA Cover StoryBy Julie MayThe 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 StoryBy Ian KnoxTo 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 StoryBy Wouter KlijnThe 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 TrapIFA Cover StoryBy Darin Tyson-ChanThe 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 trustIFA Cover StoryBy Victoria PapandreaThe 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 industryIFA cover storyBy Fiona HarrisIn a short time, Regulation 126 has embodied what financial planning businesses fear most - each other. Fiona Harris reports.... read more » The French are comingIFA cover storyBy Karin DerkleyIt 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 guaranteeSMSF cover storyBy Karin DerkleyLoan 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 fundsIFA cover storyBy James DunnThe 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 membersIFA cover storyBy Victoria PapandreaEducation 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 MISIFA cover storyBy StaffUnderstanding 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 moneyInvestor Weekly cover storyBy Karin DerkleySalaries 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 fundsIFA cover storyBy Vishal TeckchandaniUS 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 researchersIFA cover storyBy James DunnIn 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 bigIFA cover storyBy Marta WiacekAlthough 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 marketIFA cover storyBy James DunnThe 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 roundtableIFA cover storyBy Victoria Papandrea and Vishal TeckchandaniIFA 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 onIFA cover storyBy Kate KachorIt 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 caseIFA cover storyBy Mark HalseyA 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 manInvestor Weekly cover storyBy Christine St AnneAs 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 SurveyBy 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.
Insurance on platformsIFA cover storyBy Karin DerkleyTechnology 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 destinationIFA cover storyBy Julia NewbouldEasy 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 potentialInvestor Weekly cover storyBy Victoria YoungLabor 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 breaksIFA cover storyBy Madeleine KooWith 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 editionBy 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. Governance in a time of chaosInvestor Weekly cover storyBy Christine St AnneMarket 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 issuesIFA cover storyBy Jane-Anne LeeThe 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 strangleholdIFA cover storyBy Madeleine KooLabor 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 commencesIFA cover storyBy Victoria YoungHistory 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 successIFA cover storyBy Vishal TeckchandaniUsing 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 ideaIFA cover storyBy Kate KachorFinancial 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 lightIFA cover storyBy Kate KachorIt's been a long time coming, but superannuation has finally come out of the shadows. Kate Kachor reports.... read more » Another BRIC in the wallThe changing face of emerging marketsBy James DunnInvesting in emerging markets has never been for the faint-hearted, but the sector's long-term fundamentals remain very attractive.... read more » Next in linesecrets to effective succession planningBy Jane-Anne LeeSuccession planning is one of the biggest issues facing financial planning practices, yet few businesses have a succession plan in place.... read more » First impressionsIFA coverBy Victoria YoungFirst 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 actIFA featureBy Stephen BlaxhallA 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 youIFA coverBy Alethea MouhtourisThe 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 OzIFA coverBy James DunnThe 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 debateNews analysisBy Christine St AnneUnit 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 marketIFA coverBy Stephen BlaxhallA 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 staffIFA coverBy Kate KachorIf 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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