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 »
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 »
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 »
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 »
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 »
Fixed interest should stay true to label and stick to its diversification role, with industry experts urging investors to painstakingly research the risks involved and to ensure their portfolios are truly diversified. Jane-Anne Lee reports.... read more »
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 »
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 »
Financial planner, paraplanner and BDM salaries are once again on the rise, according to the latest Financial Recruitment Group Salary Survey. Jane-Anne Lee reports.... read more »
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 »
Property investment remains in a holding pattern as investors adopt a wait-and-see stance. But there are still good opportunities to be had. Jane-Anne Lee reports.... read more »
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 »
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 »
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.
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 »
The current investment market has prompted advisers and investors to look at alternative strategies, including warrants, spread trading and gold. Stephen Blaxhall reports.... read more »
Market volatility and the need for capital protection have thrust structured products into the spotlight recently. Stephen Blaxhall speaks to product manufacturers, researchers and advisers about the place of these products in the current market climate.... read more »
IFA wraps up the major industry issues of the year, including the continued rise of boutiques, the sub-prime crisis, the massive inflows into superannuation, M&A activity and changes on the regulatory front.
WB Financial has taken out this year's Best Practice Award. Stephen Blaxhall spoke with the group's principal Paul Carroll about what he believes puts his business head of the pack.... read more »
