RESEARCH HOUSE

Financial planning

In its latest review of the diversified sector Zenith Investment Partners granted two 'highly recommended' ratings - and both went to BlackRock....

Editorial

Despite a turbulent year for the financial services industry and the company itself, van Eyk Research has substantially improved its bottom line, while maintaining key bu...

Financial planning

Leading research house Zenith believes it may have to eventually change its pricing model....

image
Financial planning

Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....

Financial planning

MLC has entered into a strategic alliance with burgeoning research house Zenith Investment Partners in a move that will broaden the scope of MLC's research arm, ThreeSixt...

image
Financial planning

The Australian Prudential Regulation Authority's superannuation tables are not reflective of many superannuants' experiences, nor a meaningful indicator of how super fund...

Financial planning

Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....

Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

image
Financial planning

Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...

image
Financial planning

Claims some AREITs are refusing to mark their assets to market to avoid having to face stricter terms from their creditors....

image
Financial planning

Zenith Investment Partners has joined the ranks of other research houses recommending active management in the current turbulent environment....

image
Funds management

Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-esta...

Funds management

Ratings house Standard & Poor's has warned that debt refinancing deadlines are looming for many in the Australian real estate investment trust sector, which could lead to...

image
Financial planning

Goodman Group’s exposure to Euro-managed funds and property woes may lead to downgrade....

Financial planning

Around half of all margin lending clients faced call: Cannex....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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. ...

4 days 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. ...

5 days 3 hours ago