RESEARCH HOUSE

Financial planning

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...

People & Products

Two investment consulting firms JANA and Genium have expanded their research teams with senior appointments....

People & Products

The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists....

People & Products

Global research consultancy CoreData has appointed Angus Dennis from Australian Ethical Investment as it expands its research into responsible and ethical investment....

People & Products

Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....

Financial planning

Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...

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....

image
Funds management

Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....

image
Superannuation

Research and ratings house, Lonsec has launched a Super Asset Allocation comparison tool aimed at cutting through the contradictions of what represents a ‘balanced’ super...

image
Superannuation

After approaching near-record highs in FY2016, voluntary superannuation contributions eased slightly in FY2017 to an average of $1,054, according to SuperRatings....

image
Funds management

Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...

image
Funds management

Amid whispers of a crisis in the financial markets, Lonsec has suggested that investors who avoid herd-like selling can often protect themselves in times of crisis and ev...

image
Funds management

Lonsec has given Melbourne-based boutique fund manager, L1 Capital’s long short fund a recommended rating....

image
Rate the raters

Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....

image
Funds management

CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...

image
 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

17 hours ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

19 hours ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

20 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago