RESEARCH HOUSE

Funds management

Research house looking at managed account platforms before releasing research results....

Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

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Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

Financial planning

Ratings house Zenith Investment Partners has awarded three Legg Mason Australia funds 'Recommended' ratings. ...

Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

Funds management

Five funds are awarded top rating while another five decline involvement. ...

Funds management

Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...

Funds management

High-level investment team turnover in the listed property funds management sector is likely to affect return performance over the next 12 months, according to Zenith Inv...

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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...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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