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Editorial
This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...
Superannuation
Former IFFP executive to head up NGS Super’s expanded planning operation....
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Superannuation
Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....
Financial planning
The continuation of the Government’s bank guarantee has seen a halving in the Australian cash trust business as markets generally struggle....
Editorial
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Financial planning
Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...
Financial planning
Investors should maintain an overweight position in global equity markets relative to overvalued bonds, according to Mercer....
Financial planning
Mercer's Global Manager Search Trends 2011 has revealed a renewed interest in emerging markets and alternative assets, as institutional investors seek greater diversifica...
Financial planning
Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....
Editorial
Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...
Financial planning
Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...
Financial planning
Private infrastructure will become more appealing as a hedge against volatility and inflation, with indebted governments also looking to private sector investment....
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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...