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Financial planning
The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence....
Financial planning
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...
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
The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....
Funds management
Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research....
Funds management
Almost 90% of the funds available to Australian investors have failed to make positive returns over the past six months, research by Money Management shows....
People & Products
Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...
People & Products
Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver quantitative research on digital techno...
Funds management
Funds managers have said they would like to see wider coverage of non-mainstream funds and more alternative investment specialist ratings....
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...
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....
People & Products
Brendan Irwin has been appointed by SQM Research as full-time senior investment analyst where he will be responsible for managed fund research and ratings....
Financial planning
New research undertaken by the Australian Securities and Investments Commission has confirmed that consumers who use advisers actually value them, but that the industry r...
Financial planning
Customer satisfaction among the big four banks is improving for the first time since the Royal Commission, according to Roy Morgan research....
People & Products
Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...