RESEARCH HOUSE

Superannuation

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

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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...

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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...

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Funds management

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

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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....

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Funds management

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

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Awards

National Australia Bank’s wealth management arm, MLC, has been named Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards....

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Awards

MLC’s Insurance Life Cover and TPD product has struck gold in the Term and TPD Product award at the Money Management/DEXX&R Adviser Risk Choice Awards. ...

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Awards

OnePath’s Trauma Premier product has proven to be the best after winning in the trauma category for the second year in a row, with MLC again taking silver, and TAL winnin...

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Awards

Being open to adviser feedback and suggestions, and incorporating them into their product has seen ClearView clinch the top prize second year in a row. ...

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Awards

Offering high levels of total and permanent disability and death cover, as well as competitive insurance premium rates for members has seen Kinetic Super get the gong....

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Financial planning

Specialist research house Dexx&r has pointed to discontinuance rates in life/risk actually moving through cycles, with the most recent cycle peaking in about September, 2...

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Funds management

Morningstar Australia will provide access to the equities selection tools it uses to build its separately managed accounts, offering them to advisers and brokers....

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Funds management

Research houses, Lonsec and Zenith Investment Partners are leading the way in the 2015 Money Management Rate the Raters survey, in terms of feedback from fund managers....

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Financial planning

Lonsec says it is almost ready to unveil its enhancements to the former van Eyk iRate technology offering, which it purchased from the troubled research house’s liquidato...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago