RESEARCH AND RATINGS
Policy & Regulation
The Government's proposed FOFA reforms have delivered a body blow to financial planner confidence with the majority expecting their businesses to be worse off as a result...
Financial planning
Do-it-yourself life insurance is becoming increasingly popular with Australians, which is largely attributed to the simplicity of buying so-called 'off the shelf' product...
Rate the raters
Some of the key players in the funds research sector have recently undergone major executive and ownership changes. Milana Pokrajac examines how much impact - if any - su...
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
Rate the raters
A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....
Rate the raters
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
Financial planning
Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...
Financial planning
With the exception of small cap funds, many actively managed mutual funds are struggling to beat their respective benchmarks, according to Standard & Poor's Indices Versu...
Financial planning
Investors are taking up more separately managed accounts (SMAs) and the number of fund managers is growing to meet demand, according to Standard & Poor's latest 'SMA Mode...
Superannuation
Superannuation funds with heavy equity exposures have suffered most in the July and August market volatility....
Financial planning
Ratings house Zenith picks up two new mandates and foreshadows further inroads....
Financial planning
Perpetual's decision to close its Dublin-based international equities capability has been rewarded with a ratings upgrade....
Financial planning
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Editorial
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Financial planning
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
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MARKET INSIGHTS
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...