RESEARCH HOUSE
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...
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...
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....
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....
Financial planning
Research house Standard & Poor's (S&P) Fund Services placed the Fidelity Global Equities Fund 'on hold' following a change in the portfolio manager for the fund, with the...
Financial planning
Exchange traded funds, direct equities, direct fixed interest and structured products are some of the areas AXA’s research team is keeping an eye on at the moment, ...
Financial planning
Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...
Superannuation
Super funds will have to work even harder to keep their members, as one-third of them have expressed a desire to set up their own self-managed superannuation fund in the ...
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...
Financial planning
Morningstar has begun publishing qualitative analyst research on Australian-offered exchange-traded funds (ETFs)....
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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...