POWERED BY MOMENTUM MEDIA
RESEARCH HOUSE
Financial planning
Funds investing in local and global property securities and blend-style share funds were the dominant players among Australian managed funds launched during the past 12 m...
Financial planning
No financial market can be looked at on its own when examining how it operates and its potential for investment opportunities because money is currently flowing very easi...
Financial planning
A large number of Australian equity small cap managers are underperforming due to high levels of staff turnover according to a new sector update by Standard & Poor’s....
Financial planning
Lonsec’s 2005-2006 large cap international equity sector review has found the asset class experienced a qualitative improvement during the past 12 months....
Financial planning
Favourable market conditions for gold have prompted van Eyk to suggest investors revise their current portfolio asset allocations with a view to increasing their exposure...
Funds management
Following the defection of Colonial First State’s global listed property team to Perennial, Morningstar has downgraded the CFS global property strategy to its lowest rati...
Financial planning
In the debate that raged between industry and retail funds through the year, Industry Fund Services chair, Garry Weaven, was quite successful in keeping the argument’s fo...
Funds management
Emerging markets offer investors stronger growth and less volatility than developed economies, according to a new report from van Eyk Research....
Financial planning
Fewer people are willing to change superannuation funds now than before the introduction of choice, but almost one in four of those who do switch appear headed for an ind...
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Financial planning
The recently merged Associated Planners Financial Services and Garrisons Financial Planning dealer groups have, as a single entity, signed a lucrative long term contract ...
Rate the raters
The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...
Financial planning
Research groups generate an income from the fees charged to clients – either fund managers opting for a review, or subscription payments from advisers wishing to get regu...
Financial planning
The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...