RESEARCH HOUSE

Financial planning

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

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Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

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Financial planning

Term deposits have grown by around $30 billion in the past 12 months, reflecting continuing investor caution....

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Superannuation

It may be another year before Australian superannuation fund returns regain the ground lost during the GFC....

Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

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Policy & Regulation

Van Eyk has called for a requirement for the pay-for-ratings research model to be disclosed within the Government's FOFA reforms....

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Rate the raters

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

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Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

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Financial planning

AMP Capital’s global property funds will retain their five-star rating following the departure of the company’s London-based co-portfolio manager, Standard &a...

Funds management

AMP Capital’s global property funds will retain their five-star rating following the departure of the company’s London-based co-portfolio manager, Standard & Poor’s Fund ...

Editorial

Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....

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People & Products

Investment research house van Eyk Research has recruited for the first time following staff cuts in November 2010, adding two members to its research team....

People & Products

ANZ Financial Planning appoints Lonsec to supplement van Eyk Research....

Financial planning

Van Eyk Research has lost another key contract, with Wilson HTM signing Zenith Investment Partners as its external research provider....

Editorial

Van Eyk Research improved its bottom line last financial year, with revenue generated from investment management services outstripping that from research subscriptions....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago