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 week 4 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 20 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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