Saturday, 4 September, 2010 5:56 AM AEST


log in / free register · change details · about · contact · subscribe · newsletter · advertise · mobile recent searches: wealth one, nab financial, bob, effects on, insurance information,
 
Latest news:

Platforms need ability to service different segments

One size fits all approach no longer valid

A more segmented approach will be needed from platform providers in the future.... read more »

Unity the key to regaining client trust »
Advice body should have eviction powers: Lloyd »
Staff departure hits UBS property fund »
Countplus makes seventeenth acquisition »
PIH offloads property group stake »
All news (last 5 days) »

Features:

Adviser liability

IFA Cover Story

By Mark Halsey

A number of significant issues have arisen in the past few years in terms of adviser liability. Halsey Legal Services' Mark Halsey examines five of those key issues.... read more »

Are LICs worth the trouble?

IFA Cover Story

By Vishal Teckchandani

With markets recovering, financial advisers are looking for better ways to invest clients' money, including the use of listed investment companies. Vishal Teckchandani reports.... read more »

Spinning a new tune on advice

IFA Cover Story

By Fiona Harris

Financial planning practices are looking at new ways to market themselves following the dramatic changes wrought by the global financial crisis. Fiona Harris examines how planning businesses are approaching marketing in 2010 and beyond.... read more »

Survival of the fittest

IFA Cover Story

By Julie May

While succession planning was shelved while businesses dealt with the impact of the global financial crisis, it is now back on the agenda. An effective succession plan can maximise the value of a business and at the same time ensure its survival. Julie May reports.... read more »

Doubling up

IFA Cover Story

By Victoria Papandrea

The accounting profession is slightly puzzled by several of the measures outlined in the Cooper review, with some potential reform duplicating regimes already in place. Victoria Papandrea reports.... read more »

Travelling through the hedge fund maze

IFA Cover Story

By Wouter Klijn

Contrary to popular belief, hedge funds could help reduce the risk in investment portfolios, but advisers are still constrained by access to good research to make proper use of these funds, Wouter Klijn reports.... read more »

The election and industry reforms

IFA Cover Story

By Kate Kachor

As Australia awaits the call to the polling booths, concerns have been raised about what a change in government could mean for the country's financial services industry. Kate Kachor spoke with a number of the industry's leading participants to gauge their view on what an election could mean for proposed reforms.... read more »

Back to basics

IFA Cover Story

By Victoria Papandrea

Despite lacklustre performance, as Victoria Papandrea discovers, convincing investors of the attractiveness of property is one of the main challenges fund managers face at present.... read more »

Kick-off time for managed accounts

IFA Cover Story

By Vishal Teckchandani

Managed funds are set to boom in the next few years, according to industry experts. Vishal Teckchandani examines the reasons behind the shift towards this area of investment management.... read more »

Attack and defend

IFA Cover Story

By Julie May

Wealthy investors who survived the global financial crisis have emerged with renewed confidence, greater caution and higher expectations of the advice they receive. Julie May reports on high net worth investing in the current market environment.... read more »

Surviving the scrutiny

IFA Cover Story

By Wouter Klijn

The global financial crisis placed boutique fund managers under increased scrutiny. Those who came through the turmoil intact have been able to attract healthy fund inflows. Wouter Klijn reports.... read more »

Time to act: fee deadline looms

IFA Cover Story

By Darin Tyson-Chan

The deadline for transitioning to a fee-for-service remuneration structure is 1 July 2012, meaning action is required now. Darin Tyson-Chan reports on what preparations are being made for the change and whether everything will be ready in time.... read more »

PIGS in peril: will Europe derail the global recovery?

IFA Cover Story

By Vishal Teckchandani

The PIGS (Portugal, Italy, Greece and Spain) are in trouble and markets are worried that their governments are at the point of no return in terms of paying off their borrowings. Will the PIGS' debt woes be serious enough to dent the current economic rebound and cause another global recession? Vishal Teckchandani reports.... read more »

Mind the advice gap

IFA Cover Story

By Kate Kachor

As the prospect of a level playing field in terms of the provision of advice moves closer to becoming a reality, the retail financial planning and industry superannuation fund sectors are focusing on closing the advice gap. Kate Kachor reports.... read more »

Living for today: the Gen Y mindset

IFA Cover Story

By Julie May

Financial advisers need to change their approach to generation Y if they are going to tap into the next generation of client. Julie May reports.... read more »

Resisting the behemoths

IFA Cover Story

By Victoria Papandrea

As M&A activity continues to pick up, financial services aggregators and large institutional dealer groups are sizing up the market to take advantage of potential growth opportunities. Victoria Papandrea reports.... read more »

ETFs roundtable

IFA Cover Story

By Darin Tyson-Chan and Vishal Teckchandani

The exchange-traded fund market is booming as advisers look for new avenues to channel client funds into equities. Darin Tyson-Chan and Vishal Teckchandani report.... read more »

Insurance face-off

IFA Cover Story

By Darin Tyson-Chan and Julie May

IFA gathered a number of industry professionals for a life insurance roundtable to discuss where the sector is at following the GFC and where it is heading. With legislative changes pending, simplicity for advisers and flexibility for consumers remain top priorities to ensure consumer interest in insurance is retained. Darin Tyson-Chan and Julie May report.... read more »

International equities: what now after the lost decade

IFA Cover Story

By Wouter Klijn

After a decade of less-than-sparkling international equities returns, fund managers say there are indications the next 10 years will
be positive for global stocks. Wouter Klijn reports.... read more »

IFA's most influential people

IFA Cover Story

By staff

For its 500th issue, IFA has profiled who it regards as the most influential people in the industry.

... read more »

Running out of time

IFA Cover Story

By Kate Kachor

It is nearly a year since the agribusiness sector was brought to its knees by the failure of Great Southern and Timbercorp. The mess created by the collapse of these two agribusiness giants is now being played out in the courts. Kate Kachor reports.... read more »

Nailing down education standards

IFA Cover Story

By Victoria Papandrea

A lot of work is still needed to nail down education and professional standards for the financial advice sector, but industry bodies and licensees are striving hard to achieve this goal. Victoria Papandrea reports.... read more »

Taxing times

IFA Cover Story

By staff

With another financial year drawing to a close, IFA asked a number of experts in the industry to give us their preferred strategies to help achieve better tax management as well as their top five tax tips.

... read more »

Advisory pool brimming with talent

IFA Cover Story

By Julie May

Financial services companies are once again hiring and candidates are returning to the job market in droves following the global financial crisis. Julie May reports.... read more »

The reign of the kingpins

IFA Cover Story

By Kate Kachor and Vishal Teckchandani

Margin lending has taken a battering from the global financial crisis and the collapse of Storm Financial. Kate Kachor and Vishal Teckchandani take a look at how the main players are faring and what new lending regulations mean for the industry.
... read more »

Toeing the line

IFA Cover Story

By Kate Kachor and Vishal Teckchandani

To what extent are financial planners to blame for investor losses as a result of recent corporate collapses and what are advisers' rights
in these situations? Kate Kachor and Vishal Teckchandani report.... read more »

Facts and figures: SMSF myths debunked

IFA Cover Story

By Wouter Klijn, Julie May and Darin Tyson-Chan

The SMSF sector has continued to perform strongly against its industry competitors and amid the turmoil from the global financial crisis. Now, a new statistical summary of the sector has provided a more in-depth picture of how the sector is travelling. Wouter Klijn, Julie May and Darin Tyson-Chan look at how the sector is doing and what's in store for 2010.... read more »

Fund managers bullish on Aust shares

By Vishal Teckchandani and Kate Kachor

After a phenomenal bounce back in Australian equities last year, investors are wondering what to expect from the market in 2010. IFA's Vishal Teckchandani and Kate Kachor spoke to a number of the industry's leading fund managers about their forecast for the year ahead.... read more »

The PI squeeze

IFA Cover Story

By Victoria Papandrea

The hardened insurance market cycle has hit financial planners renewing their professional indemnity cover, but underwriters have also come under considerable pressure in recent years. Victoria Papandrea reports.... read more »

Frugality vs Functionality

IFA Cover Story

By Wouter Klijn

The GFC put cost savings at the top of many financial planning practices' agendas, however, this failed to translate into the uptake of low-cost advice software. Even so, market dominators IRESS and Coin are facing competition from niche players and cannot afford to take their eye of the ball. Wouter Klijn reports.... read more »

Dollars and sense: what price for peace of mind?

IFA Cover Story

By Kate Kachor

While confusion may reign for many regarding the right price for advice, work has begun to help Australia's advice sector start on a path to find answers, reports Kate Kachor.... read more »

The year ahead

IFA Cover Story

By Darin Tyson-Chan and Julie May

Next year is tinged with some uncertainty about the level of recovery in the share market and the outcome of various parliamentary inquiries. Darin Tyson-Chan and Julie May take a look at what may be in store for 2010.... read more »

2009: the year in review

IFA Cover Story

By Kate Kachor and Wouter Klijn

The turmoil of the past year wreaked havoc on Australia's financial services sector, with the collapse of investment firms, parliamentary inquiries and a concerted push to abandon commission-based fees. Kate Kachor and Wouter Klijn examine the events of 2009 and their impact on the investment environment.... read more »

Top ten issues

IFA Cover Story

By Staff

A decade on from its first issue, IFA marks the occasion by revisiting the top 10 issues, as nominated by the industry, impacting on the sector in that time. Three past editors of the magazine also look back on their time at the helm of the publication.

... read more »

 
 

 
© Copyright 2009 Morningstar Australasia Pty Limited · legal · privacy policy · linking to us · community · powered by RedDot