POWERED BY MOMENTUM MEDIA
RATINGS
Funds management
Boutique investment consulting and research house Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business....
Funds management
Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...
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....
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 ‘...
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....
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...
People & Products
The First Sentier Investors CFS Equity Income Fund Class A has received the Morningstar Analyst Rating of silver....
Funds management
AMP has defended its balance sheet and capital position in the face of another ratings downgrade from major ratings agency, Moody’s....
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. ...
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...
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. ...
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...
Funds management
A ratings downgrade generated by the sale of AMP Life has seen the company defending the strength of its balance sheet....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...