RESEARCH HOUSE

Funds management

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

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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....

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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...

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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...

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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...

Financial planning

Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....

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Funds management

A Morningstar report into the performance of managed funds has revealed the extent of the failure of global equities funds to provide returns to investors over the past f...

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Financial planning

Australian research house van Eyk Research has signed AMP Financial Service’s New Zealand business as a client, with Luke Fitzgerald to head up the group’s New Zealand op...

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Financial planning

The chief executive of van Eyk Research believes "the market has decided" which remuneration model is appropriate for research houses, and says his group’s subscriber-pay...

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Financial planning

Research house S&P has defended its manufacturer-pays model, saying it increases transparency at a number of levels, despite acknowledging it leaves the research house be...

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Financial planning

Bennelong Funds Management chief executive Jarrod Brown calls on boutiques to build sustainable business models....

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Financial planning

Research house Adviser Edge has warned that the popular AXA North product may have been oversold, saying many of the investment options offered in the product have a low ...

Financial planning

Macquarie and Cromwell have requested that Standard & Poor’s withdraw its ratings on certain property funds....

Funds management

Morningstar has given a scathing assessment of AMP Capital Investors' Australian equities fund following the departure of one of the group's analysts on the same day the ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 20 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 23 hours ago