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RESEARCH HOUSE
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....
Life/Risk
Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....
Funds management
Catastrophe bonds help companies to reduce the risk of loss from extreme events and are a useful source of diversification for investors, according to Van Eyk Research....
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Financial planning
With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...
Financial planning
Portfolio manager departures and turnover are having a significant impact on the performance of Australian equity funds, morale and investor relationships, according to t...
Financial planning
Van Eyk has decided to maintain its rating of two Australian share funds managed by CFS despite the departure of senior portfolio manager Martin Littler....
Rate the raters
Some of the key players in the funds research sector have recently undergone major executive and ownership changes. Milana Pokrajac examines how much impact - if any - su...
Financial planning
CommSec dominates the online trading market as recent volatility fails to dampen demand....
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MARKET INSIGHTS
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...