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RESEARCH HOUSE
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Rate the raters
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
Financial planning
Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...
Financial planning
Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...
Financial planning
Challenger's suite of annuities, which collectively represents around 80 per cent of the annuity market share in Australia, has been given a 'recommended' rating by the r...
Funds management
SQM Research has placed the Macquarie International Infrastructure Securities fund on a negative ratings watch due to the departure of portfolio manager Andrew Maple-Brow...
Financial planning
New research from Canstar suggests first homebuyers are finding it harder to get a deposit together....
Funds management
Retail managed funds have posted an $11.5 billion fall in funds under management (FUM) for the year ending June 2012, the latest research from Plan for Life has found....
People & Products
Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....
Editorial
As part of its 2012 global long/short equity sector review, Zenith Investment Partners has awarded three funds a highly recommended rating, 14 recommended and one approve...
People & Products
Three key personnel from Sovereign Investment Research will join Mercer Investments as part of Mercer's strategy to create the 'leading alternatives boutique in this regi...
Financial planning
Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012....
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
Financial planning
ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...