RESEARCH HOUSE

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Boutique research house Zenith Investment Partners is ready to take its model to the advisory market. John Wilkinson reports....

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The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....

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After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....

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With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....

Financial planning

Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....

Financial planning

Colonial First State and Asgard have emerged as top performers in terms of superannuation and retirement income inflows for the 12 months ending June, according to the la...

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It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....

Top 100

Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....

Financial planning

The ability of small managers to outperform their larger counterparts is cementing the place of boutique funds in client portfolio construction, but Assirt Research is wa...

Financial planning

Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...

Financial planning

Assirt’s research team has been dealt another blow with the resignations of investment research analyst Jody Fitzgerald and hedge fund analyst Daniel Liptak....

Financial planning

Managed funds research house Assirt has restructured its research analysts along sector lines ahead of a recategorisation of some funds....

People & Products

Allianz Dresdner Asset Management (ADAM) head of Australian equities Mark Finselbach left the group yesterday after submitting his resignation last Friday - a move quickl...

Financial planning

Select Asset Management’s recently launched Select Gold Fund has received the tick of approval from Zenith Investment Partners, with the research house touting the asset ...

Financial planning

A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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