Latest news:

S&P names Dalton's successor

Firm confirms new MD

S&P has hired an expatriate to lead the firm's Australian business.... read more »

Features:

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.

• Introduction
• Bringing up the numbers
• Dealer groups scale back to lift quality
• Platform success about helping advisers
• Boutiques continue to flourish
• Planners confident of robust inflows
• You can count on it

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 »