RESEARCH AND RATINGS
People & Products
Investment research house van Eyk has strengthened its distribution team with the appointment of Angela O'Connor as new business development manager and Karlena Burnett a...
Funds management
Only 28 per cent of the Australian equity fund managers reviewed by van Eyk have received a recommended rating, according to the researcher....
People & Products
Former Morningstar researcher Zac Wallis has joined the Zurich key accounts team as a research relationship manager....
Superannuation
There is a massive disconnect between the demand for financial advice among super fund members and their willingness to pay for it, according to Investment Trends researc...
Financial planning
Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...
Financial planning
Standard & Poor's (S&P) has launched new volatility and high beta indices that will measure specific stock characteristics within the S&P 500....
Financial planning
Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...
Superannuation
The predicted rise in voluntary savings and superannuation in Australian households will come at the expense of life insurance policies, according to IBISWorld chairman P...
Funds management
Standard & Poor's Fund Services has placed the Russell Commodities Fund 'on hold' following a changeover in the underlying manager from Macquarie Funds Group to Jefferies...
Financial planning
The S&P500 index registered a positive return of 5.9 per cent for the first quarter of 2011, which was about half the level of its two previous double-digit quarterly ret...
Financial planning
Standard & Poor's has left the UBS small caps fund 'on hold' while the manager seeks replacements for departing team members....
Financial planning
Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...
Editorial
What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...
Editorial
PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
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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...