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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
Genesys Wealth Advisers has overhauled its underperforming model portfolio, acknowledging exposure to problematic funds....
People & Products
AXA Investment Managers has appointed former Mercer global chief investment officer Tim Gardener to head its global consultant relations unit....
People & Products
AIA Australia has announced the appointment of Andrew Godfrey to the role of chief administration officer, where he will be responsible for the company’s operations, IT a...
Financial planning
Standard & Poor's Fund Services has placed the seven funds in Navigator's pre select range 'on hold' after the 1 July announcement that MLC Investment Management had repl...
Financial planning
The average Australian active fund manager failed to outperform the index after fees over the past financial year....
People & Products
Towers Watson has appointed Louise Oakley to its strategy group as an investment consultant and Brent Snow as an investment analyst....
Financial planning
Multi-managers feel the increasing sophistication of their investment approach is making it less of a challenge to demonstrate that they can deliver enough active return ...
Financial planning
Multi-manager investment teams are growing, with Lonsec noting in its most recent sector review that the average number of people in a team was 9.3 in 2009, up from 5.6 i...
Financial planning
Retail funds under management have recovered from the depths of the GFC, but the recovery has tapered....
Rate the raters
The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...
Financial planning
Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....
Financial planning
Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...
Financial planning
As banks reduce their lending following the global financial crisis, new investment opportunities in mezzanine debt funds are being created, according to Mercer's researc...
Financial planning
Mercer has been appointed by Investec Specialist Private Bank to support its high-net-worth client investment proposition....
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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...