RESEARCH AND RATINGS
Financial planning
You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...
Financial planning
Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....
Financial planning
The demand for yield among corporate treasurers continues to grow along with an appetite for more risk, according to new research from JP Morgan Asset Management....
Financial planning
Standard and Poor's (S&P) restores three-star rating to Colonial First State's Wholesale Aust Share Long Short Core Fund....
Financial planning
Research and ratings house van Eyk has gone digital with the launch of a new iPad app, The van Eyk View - a monthly version of van Eyk's long-running client newsletter....
Financial planning
Van Eyk has acquired financial services consulting firm the Encore Group for an undisclosed sum....
Financial planning
Concern for the global investment market has deepened over the past year, as European sovereign debt and slow growth in China continues to drive market volatility, accord...
Funds management
Eleven managed funds have been given a 'recommended' rating in Zenith Investment Partners 2011 Multi Strategy and Fund of Hedge Funds Sector Review....
Financial planning
The Australian annuities market is tipped to reach $2 billion by the end of the 2011 calendar year, making it the biggest-selling year for annuities since 2004, according...
Superannuation
A new study has revealed the degree to which the growth in SMSFs has served to undermine conventional funds....
People & Products
Former Lonsec head of ratings - managed funds Richard Everingham has been appointed to the newly-created role of manager - research strategy....
Financial planning
Macquarie Life has attributed communications and call centre support as key reasons for it being awarded Five Star status in the Beaton Benchmarks 2011 – Life Insurance I...
Financial planning
Large-cap Australian share funds are among the least active in the world when compared to other single-country and international share funds....
Superannuation
A better than expected performance by equities during October has helped drive positive superannuation returns....
Financial planning
Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...
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Podcast
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...