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Funds management
Dubious marketing strategies involving financial advisers are among reasons that research house SQM Research has put the private credit space on alert....
Features
Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk...
Features
Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....
Rate the raters
Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....
Funds management
Hejaz Financial Services has become the first firm to have an Islamic managed fund rated by an Australian ratings agency, as the firm applies for a banking licence....
Funds management
Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
Funds management
Although research houses tend to take a case-by-case approach, it’s usually not the fund performance but movement of the key personnel and client business that leads to c...
Financial planning
Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...
Rate the raters
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...
Funds management
The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...
Features
Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...
People & Products
Brendan Irwin has been appointed by SQM Research as full-time senior investment analyst where he will be responsible for managed fund research and ratings....
Funds management
Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...