RESEARCH HOUSE
Awards
National Australia Bank’s wealth management arm, MLC, has been named Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards....
Awards
MLC’s Insurance Life Cover and TPD product has struck gold in the Term and TPD Product award at the Money Management/DEXX&R Adviser Risk Choice Awards. ...
Awards
OnePath’s Trauma Premier product has proven to be the best after winning in the trauma category for the second year in a row, with MLC again taking silver, and TAL winnin...
Awards
Being open to adviser feedback and suggestions, and incorporating them into their product has seen ClearView clinch the top prize second year in a row. ...
Awards
Offering high levels of total and permanent disability and death cover, as well as competitive insurance premium rates for members has seen Kinetic Super get the gong....
Financial planning
Specialist research house Dexx&r has pointed to discontinuance rates in life/risk actually moving through cycles, with the most recent cycle peaking in about September, 2...
Funds management
Morningstar Australia will provide access to the equities selection tools it uses to build its separately managed accounts, offering them to advisers and brokers....
Funds management
Research houses, Lonsec and Zenith Investment Partners are leading the way in the 2015 Money Management Rate the Raters survey, in terms of feedback from fund managers....
Financial planning
Lonsec says it is almost ready to unveil its enhancements to the former van Eyk iRate technology offering, which it purchased from the troubled research house’s liquidato...
People & Products
SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...
Financial planning
Resigning AWI chairman, Andrew Barnes, flags possibility of company pursuing action to recover van Eyk losses. ...
Financial planning
SQM Resarch declares its intention to move beyond property and into funds ratings, starting with alternative assets and fixed income....
Financial planning
Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...
Financial planning
van Eyk’s administrator has recommended winding up the research house, ahead of a meeting tomorrow to determine the company’s fate. ...
Financial planning
Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...
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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...