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Financial planning
Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....
Financial planning
Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...
Financial planning
Treasury Asia Asset Management has appointed Kenneth Wan to its investment team....
Financial planning
Count Financial has handed its investment research mandate to Lonsec, ending a long-term relationship with van Eyk Research....
Financial planning
Listed property has recovered since the massive lows of the global financial crisis, but there are plenty of challenges ahead for the industry, particularly investor sent...
Funds management
Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...
Financial planning
Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...
Funds management
Good buying opportunities exist in industrial property, with high quality assets to be found on an 8.25 per cent yield, according to Charter Hall Direct Property’s ...
Editorial
The criticisms increasingly levelled against ratings houses are often unfair and symptomatic of failings in the way their research is interpreted and applied, writes Mike...
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...
Financial planning
Financial planners know what they want from a ratings house and the common starting point is quality research underpinned by user-friendliness. Mike Taylor reports....
Financial planning
Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....
Top 100
Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...
Financial planning
Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...
Funds management
The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....
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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...