INVESTMENT RESEARCH
Funds management
Prime Financial Group has expanded its reach into wealth management by over 3,000 investors with a binding agreement to acquire investment research and fund management bu...
Funds management
Bell Asset Management has welcomed a global investment professional into the newly created director of research and portfolio manager position, while the broader team see...
People & Products
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market....
People & Products
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage....
People & Products
Experienced quantitative researcher Warwick Schneller has taken up a new role, joining Scientific Beta as head of investment solutions, Australia and New Zealand....
Policy & Regulation
Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
Superannuation
UBS has announced it has selected Morningstar Australasia to deliver market commentary feeds for its platform for super funds....
People & Products
AMP has appointed Morningstar as the external research provider for its advice business. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...