RESEARCH HOUSE

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...

Funds management

New S&P research points to continuing fund manager churn....

Financial planning

Morningstar has issued an 'avoid' rating to a fund that returned 120 per cent last year, reinforcing its message that past performance is no guarantee of future success....

Funds management

Independently owned boutique manager Integrity Investment Management has secured the top spot in the Australian Equities (Broad Cap) category for the second year in a row...

Funds management

High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...

Funds management

It's two in a row for Schroders Investment Management, which has beaten fellow industry contenders to the coveted title of Fund Manager of the Year in this year's Money M...

People & Products

Van Eyk Research has confirmed it has had more executive changes at the senior level, with former Standard & Poor's researcher John O'Brien named head of research and the...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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