RESEARCH HOUSE

Awards

National Australia Bank’s wealth management arm, MLC, has been named Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards....

image
Awards

MLC’s Insurance Life Cover and TPD product has struck gold in the Term and TPD Product award at the Money Management/DEXX&R Adviser Risk Choice Awards. ...

image
Awards

OnePath’s Trauma Premier product has proven to be the best after winning in the trauma category for the second year in a row, with MLC again taking silver, and TAL winnin...

image
Awards

Being open to adviser feedback and suggestions, and incorporating them into their product has seen ClearView clinch the top prize second year in a row. ...

image
Awards

Offering high levels of total and permanent disability and death cover, as well as competitive insurance premium rates for members has seen Kinetic Super get the gong....

image
Financial planning

Specialist research house Dexx&r has pointed to discontinuance rates in life/risk actually moving through cycles, with the most recent cycle peaking in about September, 2...

image
Funds management

Morningstar Australia will provide access to the equities selection tools it uses to build its separately managed accounts, offering them to advisers and brokers....

image
Funds management

Research houses, Lonsec and Zenith Investment Partners are leading the way in the 2015 Money Management Rate the Raters survey, in terms of feedback from fund managers....

image
Financial planning

Lonsec says it is almost ready to unveil its enhancements to the former van Eyk iRate technology offering, which it purchased from the troubled research house’s liquidato...

image
People & Products

SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...

image
Financial planning

Resigning AWI chairman, Andrew Barnes, flags possibility of company pursuing action to recover van Eyk losses. ...

image
Financial planning

SQM Resarch declares its intention to move beyond property and into funds ratings, starting with alternative assets and fixed income....

image
Financial planning

Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...

image
Financial planning

van Eyk’s administrator has recommended winding up the research house, ahead of a meeting tomorrow to determine the company’s fate. ...

image
Financial planning

Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 2 hours ago
Simon

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

5 days 21 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 6 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 1 week 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