RESEARCH HOUSE

Financial planning

New research from Canstar suggests first homebuyers are finding it harder to get a deposit together....

image
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....

image
People & Products

Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....

image
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...

image
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...

image
Financial planning

Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012....

image
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...

image
Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

image
Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

image
Financial planning

Lonsec has flagged the launch of a tool to help financial advisers create SOAs....

image
Financial planning

Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...

image
Financial planning

Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...

image
Financial planning

All major institutions have reported falls in funds under management (FUM) over the past 12 months, with the sector experiencing its worst performance in three years....

image
Financial planning

The Australian annuities market is tipped to reach $2 billion by the end of the 2011 calendar year, making it the biggest-selling year for annuities since 2004, according...

image
People & Products

Former Lonsec head of ratings - managed funds Richard Everingham has been appointed to the newly-created role of manager - research strategy....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 13 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago