RATINGS

People & Products

Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...

People & Products

Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...

Funds management

Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....

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Funds management

Near-term risks are easing for financial institutions but downside risks remain, according to Fitch Ratings, which changed 20% of its outlook ratings from ‘negative’ to ‘...

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Funds management

Foresight Analytics has announced it has acquired Melbourne-based Australia Ratings Analytics from Australia Ratings Group in order to build its market share....

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Policy & Regulation

A new survey has revealed Australia as a global laggard on portfolio holdings disclosure with Morningstar delivering it a lowest-possible Australia has received a signifi...

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People & Products

The First Sentier Investors CFS Equity Income Fund Class A has received the Morningstar Analyst Rating of silver....

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Funds management

AMP has defended its balance sheet and capital position in the face of another ratings downgrade from major ratings agency, Moody’s....

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Financial planning

Fitch Ratings has maintained its negative outlook on the ratings of Australia’s four largest banks: ANZ Group, Commonwealth Bank of Australia, NAB and Westpac. ...

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Funds management

There are 10 new funds that have received 5 Crown ratings after being previously unrated, with funds from CFS, Legg Mason, Perennial, GQG Partners, Eley Griffiths and Sim...

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Funds management

There are 18 management groups which saw all their funds only receive 1 Crown, the lowest rating, in the latest FE fundinfo Crown ratings rebalance. ...

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Funds management

AMP Limited is continuing to pay a price for controversy and key personnel instability with research and ratings house, Zenith, telling clients that it has placed more th...

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Funds management

A ratings downgrade generated by the sale of AMP Life has seen the company defending the strength of its balance sheet....

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Funds management

Rating moved from stable to negative by Fitch reflecting the market uncertainty and the possibility of an earnings hit in the next two years. ...

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Funds management

First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...

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MARKET INSIGHTS

Peter Swan

In many cases, if not most, it is nearly impossible to verify an individual's entire experience as stated in their decla...

23 hours 16 minutes ago
JOHN GILLIES

SO NOW YOU ARE NOT ONLY A FUND MANAGER BUT A MIND READER AS WELL ? (Where it should have considered the orders were man...

1 day 1 hour ago
Nathan Baker

That's great. If any loss had occurred and clients eventually sue, that will probably occur after the PI has lapsed. Adv...

1 day 2 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

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More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 1 day ago

The corporate regulator has made a suspension and a cancellation of the AFSL of two Queensland-based firms. ...

1 week 1 day ago