RATINGS

Financial planning

The likelihood that businesses won’t restart and customers won’t be able to start paying down their mortgages have been factors in ratings house Fitch downgrading Westpac...

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Life/Risk

Fitch Ratings has announced its first-time ‘BBB’ rating for ClearView Wealth to reflect its poor recovery prospects in the event of a default. ...

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Funds management

The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...

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Superannuation

Digestible investment risk data for superannuation funds needs to be standardised by APRA to help members compare apples with apples, according to AMP. ...

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Funds management

Research house SQM has given a ‘superior’ rating of the Australian Eagle Trust Long-Short fund of 4.25 stars....

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Funds management

Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....

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Funds management

Zenith has announced it has upgraded the two of Allan Gray’s funds, the Allan Gray Australia Equity Fund and the Allan Gray Stable Fund, to its highest rating of ‘highly ...

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Funds management

L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....

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Funds management

Fitch Ratings has awarded stable outlooks to two Australian REIT issues in light of their leading positions in the Australian real estate market....

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Superannuation

Super funds aren’t providing adequate high-quality, ethical and sustainable investment options, according to a survey of advisers, with many so-called ethical options fai...

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Funds management

Lonsec has upgraded its ratings for three of ETF Securities’ funds: the ETFS S&P/ASX 300 High Yield Plus ETF, ETFS Morningstar Global Technology ETF and ETFS ROBO Global ...

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Funds management

VanEck’s MSCI World ex Australia Quality exchange traded fund has received a ‘highly recommended’ rating from Lonsec....

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Funds management

Zenith Investment Partners has granted either ‘highly recommended’ and ‘recommended’ ratings to four of Legg Mason’s global fixed income funds....

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People & Products

Charter Hall Direct funds have received positive ratings from Lonsec and Zenith across its suite of open unlisted property funds....

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Funds management

The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 2 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 3 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 3 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago