RESEARCH HOUSE
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
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...
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...
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...
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...
Financial planning
Bennelong Funds Management chief executive Jarrod Brown calls on boutiques to build sustainable business models....
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 ...
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....
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...
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...
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MARKET INSIGHTS
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...