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RESEARCH HOUSE
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)....
Financial planning
Suncorp and CUA have emerged as providers of best value in the area of term deposits, according to Canstar Cannex product ratings....
Financial planning
Suncorp and CUA have emerged as providers of best value in the area of term deposits, according to Canstar Cannex product ratings....
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...
Top 100
Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...
Financial planning
New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...
Funds management
Funds management companies including BlackRock, AMP, Challenger, and Amundi noted by the research house for ongoing key staff departures....
Funds management
Funds 'on hold' while new Alphinity Investment Management team take the reins of Challenger's $1 billion large cap Australian equities portfolio....
Financial planning
Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....
Rate the raters
The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...
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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...