RATE THE RATERS

Boutique research house Zenith Investment Partners is ready to take its model to the advisory market. John Wilkinson reports....

The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....

After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....

With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....

It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....

While risk companies have concerns about the processes and representation they receive from industry researchers, the researchers themselves have some gripes of their own...

Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....

Life houses have grasped the opportunity to pass judgement on risk research groups, but as Julie Bennett discovered, they also feel the raters are getting some things rig...

The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...

A roundup of research services and costs....

The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...

Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....

 

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Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 6 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago