RATINGS HOUSES

Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

Superannuation

The decision by the owners of research and ratings house Zenith to call off their bid for Chant West has resulted in the initiation of court action....

Funds management

Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....

Rate the raters

Despite a change in planners’ sentiment, Oksana Patron finds in the second part of Money Management's Rate the Raters survey that Lonsec remained their favourite research...

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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 3 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 3 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....

3 weeks 4 days ago

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

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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