RESEARCH HOUSE
Financial planning
Lucie Beaman talks to advisers about the practical application of risk research....
People & Products
Former Assirt head of distribution and product, Rebecca Jacques, who tendered her resignation from the research house on Monday and left later that day has joined alterna...
Financial planning
The movement of Assirt from underneath Sealcorp and into St George’s Investment Centre of Excellence (ICE) is not the first move the research house has undertaken in rece...
Financial planning
Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...
Financial planning
InvestorWeb Research, in an attempt to increase its brand awareness in the market, has signed a deal to offer its full range of research services to students of financial...
Financial planning
The former head of Assirt, Caroline Saunders, has been recruited by Challenger Financial Services to take on the role of head of manager research and alliances....
Rate the raters
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
Financial planning
Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...
Financial planning
The funds management industry was given a respite from lacklustre markets in the second quarter of 2003, stimulating an improvement in the net inflow position compared to...
Financial planning
UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...
Financial planning
Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...
Financial planning
Caroline Saunders yesterday walked from her position as head of Assirt, following the announcement of a restructure which will see the research house brought under the co...
Financial planning
AXA has been rated by InvestorWeb as the top six star manager for international equities, due to the success of its global value offering managed by US-based value manage...
Financial planning
InTech and BT Financial Group’s multi-manager alliance has been given an encouraging first ever rating by InvestorWeb Research despite a below median performance over the...
Financial planning
The Assirt research house has released a ‘strong’ rating for two fund managers to which BT Funds Management is now outsourcing its management in the areas of internationa...
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MARKET INSIGHTS
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...