RESEARCH HOUSE

Funds management

Research house looking at managed account platforms before releasing research results....

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Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

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Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

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Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

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Financial planning

Ratings house Zenith Investment Partners has awarded three Legg Mason Australia funds 'Recommended' ratings. ...

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Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

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Funds management

Five funds are awarded top rating while another five decline involvement. ...

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Funds management

Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...

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Funds management

High-level investment team turnover in the listed property funds management sector is likely to affect return performance over the next 12 months, according to Zenith Inv...

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Rate the raters

Money Management asked fund managers once again what they thought about the research houses which rate their products....

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Rate the raters

Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...

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Financial planning

Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...

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Financial planning

Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...

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Financial planning

Challenger's suite of annuities, which collectively represents around 80 per cent of the annuity market share in Australia, has been given a 'recommended' rating by the r...

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Funds management

SQM Research has placed the Macquarie International Infrastructure Securities fund on a negative ratings watch due to the departure of portfolio manager Andrew Maple-Brow...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

7 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

7 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

8 hours 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 3 weeks ago