RESEARCH HOUSE

Financial planning

New research from Canstar suggests first homebuyers are finding it harder to get a deposit together....

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Funds management

Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....

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People & Products

Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....

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Editorial

As part of its 2012 global long/short equity sector review, Zenith Investment Partners has awarded three funds a highly recommended rating, 14 recommended and one approve...

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People & Products

Three key personnel from Sovereign Investment Research will join Mercer Investments as part of Mercer's strategy to create the 'leading alternatives boutique in this regi...

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Financial planning

Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012....

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Financial planning

Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...

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Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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Financial planning

Lonsec has flagged the launch of a tool to help financial advisers create SOAs....

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Financial planning

Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...

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Financial planning

Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...

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Financial planning

All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....

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Financial planning

The Australian annuities market is tipped to reach $2 billion by the end of the 2011 calendar year, making it the biggest-selling year for annuities since 2004, according...

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People & Products

Former Lonsec head of ratings - managed funds Richard Everingham has been appointed to the newly-created role of manager - research strategy....

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