How the researchers were rated
The Money Management Rating the Raters Survey 2007 collected opinions from Australia’s leading fund management fraternity.
The respondents covered all of the major asset classes in their investment options including Australian and global equities, fixed interest, alternatives and property securities.
Once again, the data was complied through the use of an online questionnaire that was conducted in February 2007.
Seven of the major research houses were selected to be rated on the strength of past information compiled by Money Management showing these firms control the greatest share of the ratings market.
The raters were assessed using criteria such as research and methodology, transparency, quality of personnel and their impact on the fund managers’ businesses.
Scores were awarded to the individual research houses, as well as to the industry as a whole.
Recommended for you
As the end of the year approaches, two listed advice licensees have seen significant year-on-year improvement in their share price with only one firm reporting a loss since the start of 2025.
Having departed Magellan after more than 18 years, its former head of investment Gerald Stack has been appointed as chief executive of MFF Group.
With scalability becoming increasingly important for advice firms, a specialist consultant says organisational structure and strategic planning can be the biggest hurdles for those chasing growth.
Praemium is to acquire an advanced technology firm for $7.5 million, helping to boost its strategy to be a leader in AI-powered wealth management.

