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....
Funds management
Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....
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...
Superannuation
After approaching near-record highs in FY2016, voluntary superannuation contributions eased slightly in FY2017 to an average of $1,054, according to SuperRatings....
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...
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...
Funds management
Lonsec has given Melbourne-based boutique fund manager, L1 Capital’s long short fund a recommended rating....
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....
Funds management
CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...
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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...