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Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
Editorial
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Financial planning
Alternative investments tend to be lowly correlated with traditional asset classes such as stocks, bonds and cash - and as such, investors can use them to diversify their...
Financial planning
Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Rate the raters
Some of the key players in the funds research sector have recently undergone major executive and ownership changes. Milana Pokrajac examines how much impact - if any - su...
Rate the raters
A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....
Rate the raters
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
Financial planning
Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...
Funds management
A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...
Funds management
Specialist emerging markets managers are likely to deliver better results in that sector than global managers with a bolt on approach, according to Lonsec's latest global...
Financial planning
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
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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...