RESEARCH HOUSE
Financial planning
The hybrid securities sector remains a heavily concentrated and risky market despite its general growth and positive returns, and presents a range of complex issues for i...
Financial planning
Van Eyk Research has added another consultant to its agribusiness division, van Eyk Capital, with Dr Peter Dry now assisting analysis in the firm’s annual agribusiness re...
Financial planning
Morningstar has appointed former chief operating officer Scott Cooley as chief executive officer of its Australian and New Zealand businesses....
Financial planning
Australian Unity Funds Management has been awarded an overall rating of ‘competent’ by research house Assirt in the areas of business management and operating capability....
Financial planning
Managers in European funds management markets who did not manage to adapt to volatile markets over the past three years suffered most according to financial information p...
Financial planning
Geof Marsh has joined Morningstar as Australian national account executive, and will now be responsible for managing and developing the research house’s relationships wit...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Financial planning
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
Funds management
The influential van Eyk research group has placed BT/Sagitta’s listed property funds on a ‘Hold’ rating following the recent resignation of the group’s head of listed pro...
Funds management
Schroders and Barclays Global Investors have been awarded the top ‘AA’ rating in Van Eyk Research’s 2003 Australian equities sector report....
Financial planning
A decline in total assets under management in Australia as well as continuing weak fund inflows is creating a situation Assirt believes could have “severe consequences” f...
Financial planning
InvestorWeb Research has dropped AMP, Perpetual (Fidelity) and Invesco from its international share manager recommended list in its latest review of the sector....
Financial planning
Assirt has downgraded Colonial First State’s (CFS) business management rating from ‘Strong’ to ‘Competent’ on the back of a spate of recent departures from the group....
Financial planning
The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....
Financial planning
Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....
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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...