RESEARCH HOUSE
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Funds management
Assirt is to include hedge funds on its research radar for the first time....
Financial planning
News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...
Funds management
Investors in property would do well to reweight their investment portfolio to commercial rather than retail property, says research house BIS Shrapnel....
Funds management
The Deutsche owned Paladin Property Securities has been recognised for its performance in the property investment market with an award of best overall fund by Property In...
Financial planning
Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....
Financial planning
Zurich has joined the four-star club for managers rated by Morningstar....
Financial planning
Morningstar has upped its star rating of Rothschild funds from three to four....
Financial planning
AMP Henderson in New Zealand has had a hold notice slapped on its funds by newly relaunched FundSource, formerly research house Ipac Securities NZ....
Financial planning
Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....
Financial planning
Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....
Financial planning
Morningstar has brought in its original founder, Joe Mansueto, to replace Don Phillips as chief executive of the US-based business....
Financial planning
Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....
Financial planning
Hedge Funds of Australia (HFA) has been given the thumbs up by van Eyk Re-search, unlocking the product for about 700 advisers who require the research to recommend the p...
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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...