RESEARCH HOUSE
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....
Financial planning
Lonsec has flagged the launch of a tool to help financial advisers create SOAs....
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...
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...
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....
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...
People & Products
Former Lonsec head of ratings - managed funds Richard Everingham has been appointed to the newly-created role of manager - research strategy....
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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...