RESEARCH HOUSE

Financial planning

Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Financial planning

The mystery surrounding last year’s announcement of new owners buying into van Eyk Research has turned out to be less intriguing than first reported with the group still ...

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

People & Products

The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...

Financial planning

A newly formed association of Spanish tied agents (ANAF) will present a legislative blueprint early this year that might allow independent financial advisers to operate i...

Financial planning

The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...

Financial planning

Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....

Financial planning

The Assirt group is continuing to push into the research of the burgeoning hedge fund sector, releasing its first ever rating of a single strategy hedge fund manager, K2 ...

Financial planning

Rob Prugue has resigned from his position as director and head of asset consulting with van Eyk Research to take on the role of senior executive with Lazard Asset Managem...

Financial planning

The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...

Financial planning

Morningstar Inc managing director Don Phillips has stated the style of research undertaken by the Australian operation of Morningstar will not change and the group will r...

Financial planning

Credit Suisse Asset Management’s Australian equities products have maintained the confidence of Assirt, with the research house awarding the Swiss funds management group ...

Financial planning

The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...

Financial planning

Investorweb Research has brought in Ken Atchison to help with the production of its annual property sector review....

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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’...

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

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