RESEARCH HOUSE
Financial planning
Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....
Rate the raters
Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....
Financial planning
Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...
Financial planning
Claims some AREITs are refusing to mark their assets to market to avoid having to face stricter terms from their creditors....
Financial planning
Zenith Investment Partners has joined the ranks of other research houses recommending active management in the current turbulent environment....
Funds management
Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-esta...
Funds management
Ratings house Standard & Poor's has warned that debt refinancing deadlines are looming for many in the Australian real estate investment trust sector, which could lead to...
Financial planning
Goodman Group’s exposure to Euro-managed funds and property woes may lead to downgrade....
Financial planning
Around half of all margin lending clients faced call: Cannex....
Financial planning
Claims the risk research process is more about ‘point scoring’ than actually increasing consumer benefits....
Financial planning
But no change to underlying investment fundamentals....
Financial planning
Funding and integration challenges must be prudently managed: S&P....
Financial planning
Uncertainty leads to ratings review....
Financial planning
Thirty five await approval; small hedge funds causing concern...
Financial planning
Places one fund ‘on hold’ following Lehman Brothers collapse....
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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...