Thursday, 17 May, 2012 11:52 AM AEST


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Latest news:

PJC lays Trio collapse blame on regulators

Report calls for deeper investigations

A parliamentary committee has pointed fingers at ASIC and APRA over the lack of action taken in the lead-up to the collapse of Trio Capital.... read more »

FATCA can still be repealed: US expert »
Trio more troubling than Storm, Westpoint »
UBS launches funds with MySuper in mind »
Small companies need to step up to 'big four' »
ASFA confirms PDS start date »
All news (last 5 days) »

Features:

Aussie stocks punch above their weight

IFA Cover Story

By Victoria Tait

While Australian shares have rebounded strongly since the Global Financial Crisis, investors have yet to re-enter the market enthusiastically, putting solid gains at risk. ... read more »

Great ETFxpectations

IFA Cover Story

By Krystine Lumanta

Not-so-secret benefactors have given the industry new fixed-income ETFs, which will help build the sector's assets to an even greater level and open up opportunities for education and model portfolios.... read more »

Margin loans find their calling

IFA Cover Story

By Fiona Harris

The margin lending market has contracted further recently, amid continued investor negativity and volatile share markets. However, product manufacturers are moving to remedy the perceived issues with their products.
... read more »

Satisfaction guaranteed

IFA Cover Story

By Jessica Gadd

Guaranteed-income products such as annuities have long been out of favour with Australian investors, but as retirees grapple with the reality of the cost of their own longevity, secure income strategies are set to become the new flavour of the month.... read more »

Tax planning

IFA Cover Story

By Fiona Harris

With the end of the financial year looming, financial advisers should be thinking about their clients' tax strategies, especially as a number of tax breaks will cease on 1 July and significant changes are on the horizon.... read more »

Sale of the century

IFA Cover Story

By Samantha Hodge

Now is the perfect time for Australian investors to invest in international equities to diversify their portfolios away from domestic stocks.
... read more »

TPD is on the mend

IFA Cover Story

By Victoria Tait

TPD has been battered by trauma and income protection, but the traditional protection against life's worst tragedies still has a role to play. ... read more »

War of Words: Best interest battles scalable advice

IFA Cover Story

By Fiona Harris


While very few in the industry would argue against the introduction of a best interests duty, there is robust debate about how to define it and its ultimate impact on the ability of advisers to deliver scalable advice.
... read more »

Negotiating the opt-in maze

IFA Cover Story

By Jessica Gadd

Confusion, costs, complaints - as far as the financial services industry is concerned, there isn't much good to say about the consequences of implementing FOFA's opt-in advice clause. But like it or not, experts say the odds are opt-in - unpopular as it is - is here to stay. ... read more »

Game on for SMSFs

IFA Cover Story

By Samantha Hodge

In these volatile times, the rolling dice of uncertainty continues to keep self-managed super fund (SMSF) advisers on their toes. Changes are on the horizon and advisers are being warned that if they want to keep ahead of the game, they need to adapt their roles to remain competitive.... read more »

Getting the sparkle back: How platforms plan to position themselves in 2012

IFA Cover Story

By Krystine Lumanta

Unclear regulations, continued market volatility and cost-conscious investors are making a historic impact on financial advisers, which will consequently pummel platform providers.
... read more »

Plating-up the asset cake

IFA Cover Story

By Victoria Tait

In these gloomy times, there is no magic recipe for asset allocation. Any way you slice it, cash is what investors want, but diversification is what they need.
... read more »

2012 Groundhog year ... again?

IFA Cover Story

By Fiona Harris

This year about 255,000 baby boomers will reach retirement age, but many will not have had compulsory super for the first 20 years of their life. Other challenges facing advisers this year will be client retention, bedding down reform in the shape of the Future of Financial Advice, lead generation and efficiency. ... read more »

IFA Dealer Group Survey 2011, Top 100

IFA Cover Story

By Krystine Lumanta and Samantha Hodge

Despite the seemingly endless storms raging over the financial advice sector in 2011 and battering a number of dealer groups, some firms have boosted their financial planner ranks in a tumultuous year. ... read more »

AREITs on shaky ground

IFA Cover Story

By Samantha Hodge

Australian real estate investment trusts continue to struggle, but property trusts ae now trying to reinvent themselves to attract investors. Samantha Hodge reports.... read more »

HYBRID HORRORS

IFA Cover Story

By Fiona Harris

Talked about as a win-win-win for investors, advisers and corporates alike, hybrid securities are not regarded as the sure thing they once were. Fiona Harris reports.... read more »

The road less travelled Surviving the FOFA detour

IFA Cover Story

By Fiona Harris

IFA asked five leading practice management professionals to outline the most cost-effective ways for businesses to adopt the key changes under the Future of Financial Advice (FOFA) reforms. Specifically, the brief was how to maximise profits while meeting the new requirements.
FIONA HARRIS reports.
... read more »

The 7 deadly (investing) sins worm in the apple

IFA Cover Story

By Jeffrey S Young


In a world exclusive, JEFFREY S YOUNG*, Steve Jobs' first biographer, writes with unique insight about how investors should be viewing Apple stock and what lessons can be applied to other investment dilemmas.
... read more »

Great expectations on limited advice

IFA Cover Story

By Fiona Harris

Consumers are being told that the expansion of scaled or limited advice as part of the Future of Financial Advice (FOFA) reforms will address many of the concerns they have about the financial planning industry, FIONA HARRIS writes. ... read more »

Direct operators launch platform market assault

IFA Cover Story

By Vishal Teckchandani

The soaring popularity of cash has sparked a wave of product and functionality innovation among platform providers in Australia, with promises of more cutting-edge advancements to come.
Vishal Teckchandani reports.
... read more »

Stepping up

IFA Cover Story

By JESSICA GADD.

Poised to become a principal or partner for the first time? Equip yourself for a successful handover with the following transitioning tools. Written by JESSICA GADD.... read more »

Advice reloaded

IFA Cover Story

By FIONA HARRIS

The advice industry is about to embark on two significant advertising campaigns, the likes of which the industry has never seen before. FIONA HARRIS speaks with various camps in the battle.... read more »

Risk insurance Swings and roundabouts

IFA Cover Story

By Kate Kachor

Australia's risk insurance sector has experienced many highs and lows in the past 18 months, none more so than in August this year. However, as Kate Kachor discovers, the sector is keen to push past reform challenges.


 

... read more »

Asian growth revving up

IFA Cover Story

By Vishal Teckchandani

Asia's economic growth is set to power ahead, despite recent financial market volatility. But even though the region shows signs of strength, there are as many risks as there are opportunities. Vishal Teckchandani reports.... read more »

The risks and rewards OF BRICs

IFA Cover Story

By Fiona Harris

Amid a string of international debit concerns, many industry commentators believe investors are at risk of viewing emerging markets as a safer option than perhaps they are. Fiona Harris reports.... read more »

Which way is up?

IFA Cover Story

By Victoria Tait

Life after commissions has led some financial planners to seek alternative revenue streams. Victoria Tait reports. ... read more »

The fortunes of platforms amid reform

IFA Cover Story

By Kate Kachor

Australia's financial services industry has spent the past 12 months with government reform hanging over it. As the weeks count down until the spring sitting of Parliament and the long-awaited delivery of the FOFA draft legislation, participants in the platform space reflect on the prospect of opt-in and the banning of volume rebates becoming a reality. Kate Kachor reports.... read more »

Hedge Funds: Nothing to forgive

IFA Cover Story

By Fiona Harris

In the post-global financial crisis (GFC) environment, hedge fund managers are keen to set the record straight. As Fiona Harris discovers, despite some high-profile falls from grace, all hedge fund managers have been tarnished with the same brush. ... read more »

Contributions cap woes continue for SMSFs

IFA Cover Story

By Karin Derkley

In an effort to address the problems individuals and SMSF trustees in particular are having adhering to the reduced contributions caps, the federal government has introduced two relief measures. But as Karin Derkley reports, the issue is far from over.... read more »

Death of the independents: could reforms spell the end for the stand-alone dealer?

IFA Cover Story

By Kate Kachor

Australia's privately-owned dealer group market is at risk of diminishing in light of government reforms and subsequent consolidation. Kate Kachor speaks with a number of industry participants on what reforms will mean for them and their multi-billion-dollar advice industry.... read more »

Fee-for-service: Advice industry gets a wake- up call

IFA Cover Story

By Victoria Tait

Financial planners face a legislative ban on commissions in favour of fee-based revenue. With scant detail and a deadline around the corner, advisers must decide quickly whether to remain sales agents or become agents of change. Victoria Tait reports. ... read more »

Don't miss the property boat

IFA Cover Story

By Fiona Harris

Now is the right time for investors to re-engage with the property industry. Fiona Harris spoke with a number of property experts about their views of the sector.... read more »

Narrowing the HNW advice gap

IFA Cover Story

By Victoria Tait

Australia's long stretch of economic growth and stable employment, combined with recent market uncertainty, has led a growing number of high net worth investors to seek advice, but the pool of advisers qualified to guide them is too small. Victoria Tait reports.  ... read more »

Growing an advice house through scale

IFA Cover Story

By Fiona Harris

Scale has long been viewed as a remedy to planning businesses' aches and pains. Fiona Harris examines the state of play in industry growth. ... read more »

PI dictating service

IFA Cover Story

By Fiona Harris

Amid government reforms, the restrictions of Australia's professional indemnity insurance are proving to have a larger impact on the shape of the country's financial advice than regulation, reports Fiona Harris.... read more »

Skin in the Game

IFA Cover Story

By Victoria Tait

Boutique fund managers leave the secure backing of big organisations to set up their own shop. From getting ratings to winning mandates, challenges abound, but they take on a different complexion when the hand that pays you is your own. Victoria Tait reports.... read more »

Bonuses back on the table

IFA Cover Story

By Kate Kachor

 In 2008, Australia's financial services sector was in a state of flux. The GFC had resulted in frozen salaries and the disappearance of bonuses, with those in gainful employment considered the lucky ones. Three years later, the fog has lifted and a renewed level of positivity has emerged, with bonuses back on the negotiation table and employers exploring new incentives to keep the top performers. Kate Kachor reports.... read more »

Global large caps at a bargain price

IFA Cover Story

By Vishal Teckchandani

Shares of big multinational companies may be a good long-term bet for investors as these firms boost their presence in emerging markets and their dominance allows them to pass on costs to beat inflation. Vishal Teckchandani reports.... read more »

HUNGER PAINS: appetite for margin lending returns

IFA Cover Story

By Kate Kachor

Since the global financial crisis, Australia's margin lending sector has been operating in a new world. Kate Kachor speaks with a number of margin lenders about their views on regulatory change, market perception and investor appetite.... read more »

Risk commission ban

IFA Cover Story

By Victoria Tait and Vishal Teckchandani

The Future of Financial Advice (FOFA) reforms could erase $1 billion in risk insurance commissions from Australia's advice industry. Industry participants say the proposed commission ban could pose a risk to business and jobs, but the cost of underinsurance is higher still. Victoria Tait reports.                
  

  • Part I: Counting the cost
  • Part II: Thinking for survival
  • ... read more »

    Getting FOFA-ready

    IFA Cover Story

    By Fiona Harris

    With just 15 months until the FOFA reforms emerge,  planning businesses are beefing up their resources and staffers to get FOFA-ready. Fiona Harris speaks with industry participants about their own planning.... read more »

    Best practice evolution; advice in a changing world

    IFA Cover Story

    By Kate Kachor

    Change in investor attitudes has led Australia's financial planning industry to shift gear to a new level of advice service to not only cater to the needs of savvier clients but also to counter rivals. Kate Kachor speaks to a number of industry players about their views on how advice best practice has evolved.... read more »

    Opt-in: The Fear Factor

    IFA Cover Story

    By Victoria Papandrea

    The federal government's opt-in advice proposal has met with fierce opposition from all corners of the financial services sector. Victoria Papandrea talks to financial planners to find out their utmost fears of an opt-in regime and how it will impact on their businesses.... read more »

    Hazards ahead: insurance road map

    IFA Cover Story

    By Fiona Harris

    A number of new challenges have emerged for the insurance industry, taking the sector in a new direction and providing a number of opportunities among the potential threats. Fiona Harris reports. ... read more »

    Tax tips from the experts

    IFA Cover Story

    By

    IFA asks tax experts Deloitte, HLB Mann Judd and the National Institute of Accountants to look at the best five tax strategies in the lead-up to end of the financial year for people's investment portfolios both inside and outside of superannuation.

    ... read more »

    The war for talent ignites

    IFA Cover Story

    By Julie May

    With hiring activity increasing following the global financial crisis, but fewer new entrants joining the advice industry, Julie May discovers why more meticulous methods of recruitment are coming into play. ... read more »

    Intra-fund advice: a prickly matter

    IFA Cover Story

    By Victoria Papandrea

    The federal government's proposed expansion of intra-fund advice is not proving popular with the advice industry, with the financial planning sector just coming to terms with the measure as it currently stands. Victoria Papandrea reports.... read more »

    Cooper vs SMSFs: the final score

    IFA Cover Story

    By Darin Tyson-Chan

    The wait over the federal government's response to the Cooper review ended in December last year. Darin Tyson-Chan takes a look at some of the key points and finds out what impact they will have upon the operation of the sector.... read more »

    Sudden impact

    IFA Cover Story

    By Vishal Teckchandani

    The recent floods in Queensland, New South Wales and Victoria and Cyclone Yasi in north Queensland will have an impact on a range of sectors and stocks, Vishal Teckchandani reports.... read more »

    Taxes and headaches

    IFA Cover Story

    By Vishal Teckchandani

    The coming year will provide the Australian equities market with a number of challenges. Vishal Teckchandani examines how these challenges will affect different sectors and what stocks fund managers expect to perform well. ... read more »

    Making the grade

    IFA Cover Story

    By Victoria Papandrea

    The financial planning industry is finally heading down the path towards increased professionalism. Victoria Papandrea finds out what the FPA's new qualifications mean for the various industry stakeholders.... read more »

    Adviser software: a new frontier

    IFA Cover Story

    By Julie May

    As the industry undergoes another raft of legislative changes, Julie May discovers why financial planning software is fast becoming one of the keys to transitioning, recruiting and retaining advisers and supporting them in the years ahead.... read more »

    Economists' 2011 outlook

    IFA Cover Story

    By

    AMP's Shane Oliver, BT's Chris Caton, MLC's Brian Parker, Praemium's Don Stammer and HSBC's Paul Bloxham share their views on the year ahead for the Australian share market, domestic economy, interest rates, currency and global economies.

    ... read more »

    2010: the year in review

    IFA Cover Story

    By staff

    IFA looks back at the major issues and events of the past 12 months, including the government rules and reforms, corporate collapses and legal stoushes, the high-profile executive departures and appointments, and merger and acquisition activity.

     

    ... read more »

    The yo-yo effect: how industry chiefs saw 2010

    IFA Cover Story

    By Kate Kachor

    The industry has faced many challenges and changes in the past year. Kate Kachor spoke with a number of industry association chiefs about their views of the year gone by and what to expect in 2011.... read more »

    Investigating the gold bubble

    IFA Cover Story

    By Vishal Teckchandani

    Questions are being asked about whether gold is too risky to invest in now or is the greater risk not having any exposure to the precious metal? Vishal Teckchandani reports.... read more »

    Risky business

    IFA Cover Story

    By Jordan Hawke, Tim Browne and Colin Morgan

    Asteron's Jordan Hawke, CommInsure's Tim Browne and Zurich Life Australia's Colin Morgan examine what the future holds for commissions in insurance.

    ... read more »

    Taking a closer look at APLs

    IFA Cover Story

    By Victoria Papandrea

    Licensees are now more closely inspecting their approved product lists, with exotic and high-risk products and investment strategies in the spotlight. Victoria Papandrea reports.

    ... read more »

    Lead generation comes full circle

    IFA Cover Story

    By Fiona Harris

    Following the GFC, lead generation has taken a huge step forward for some businesses and has become a more structured and formalised process than ever before. Fiona Harris reports. ... read more »

    Do global investments deserve more of the pie?

    IFA Cover Story

    By Vishal Teckchandani

    The continued strength of the Australian economy has stirred debate about whether local investors are better off putting most of their money into Australian equities. However, not everyone thinks a strong economy means bumper returns and global stocks still have much to offer. Vishal Teckchandani reports. ... read more »

    Slicing and dicing the ETF segment

    IFA Cover Story

    By Victoria Papandrea

    The ETF sector in Australia is set for strong growth, but the segment is likely to be sliced and diced as domestic and global fund managers jostle for a piece of the action. Victoria Papandrea reports.... read more »

    A collaborative effort

    IFA Cover Story

    By Fiona Harris

    The DIY super sector has been beset by issues and problems, such as how to profitably and cost-efficiently service the segment and how to adequately educate investors. Even the term, DIY super, has come under fire. Fiona Harris discovers it is time to dispel the myths about the sector and face up to some truths.
    ... read more »

    Capitalising on Asia's charge

    IFA Cover Story

    By Victoria Papandrea

    Asian markets and economies are expected to continue their strong growth for some time to come, providing a number of compelling investment opportunities, particularly in China, India and Indonesia. Victoria Papandrea reports.... read more »

    Wrap and roll

    IFA Cover Story

    By Kate Kachor and Christine St Anne

    In light of looming government reform, IFA brought together leading representatives of the platform and advice industry to discuss what impact change in regulation will have on the sector. Kate Kachor and Christine St Anne report.... read more »

    Keeping it in the family

    IFA Cover Story

    By Julie May

    While family offices are more widespread in Europe and the United States, they are gaining traction in Australia. Julie May examines why family offices have experienced rapid growth locally and what financial services companies are doing to support them.... read more »

    Out in the cold

    IFA Cover Story

    By Fiona Harris

    More planners are servicing clients whose portfolios have been hit by frozen funds, failed investments and corporate collapses than ever before, yet the issue of best practice is both unclear and informal, Fiona Harris reports.... read more »

    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 »

     
     

     
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