RATING

Funds management

Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund to ‘recommended’....

Funds management

Zenith has upgraded the Colchester Global Government Bond Fund to ‘highly recommended’....

Funds management

Perpetual has announced that its Global Share Fund has received an upgraded ‘recommended’ rating from Lonsec....

Funds management

Insync Fund Managers’ Global Titans Fund has been awarded ‘favourable’ approved investment grade by SQM Research....

Funds management

SQM Research has revised the rating for the Macquarie Australian Small Companies fund from 3.75 stars to hold....

People & Products

Research and ratings house, Zenith has delivered Prodigy-backed Dalton Street Capital an ‘approved' rating....

Funds management

The Fidelity Global Emerging Markets Fund has received a ‘recommended’ rating from Zenith Investment Partners....

Funds management

Australian Small Companies Fund has received a ‘recommended’ rating from Zenith Investment Partners....

Funds management

Research house, Lonsec has awarded an ‘investment grade’ rating to two of Cooper Investors’ global equities funds....

Funds management

Lazard Australian Diversified Income Fund has received a ‘recommended’ rating from Zenith....

image
Funds management

Perpetual Pure Credit Alpha Fund has received a ‘recommended’ rating from Zenith Investment Partners....

Financial planning

Risk advisers and other intermediaries have received a poor consumer satisfaction rating in the latest Roy Morgan research suggesting clients are happier going direct....

Funds management

Zenith has awarded a recommended rating to the CFM ISDiversified Trust in Australia. ...

Funds management

Lonsec has given Melbourne-based boutique fund manager, L1 Capital’s long short fund a recommended rating....

Funds management

Experience and quality of investment personnel are key factors behind Lonsec’s decision to upgrade its rating of a BT fund....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

6 days 23 hours ago
moneymanagement logo