RESEARCH HOUSES

People & Products

Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly-launched research ratings division....

People & Products

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...

Financial planning

ASIC has shared findings on the role of advice licensees in the oversight of superannuation fund performance, highlighting their approved product lists and use of researc...

People & Products

Research house CoreData has announced the appointment of an APAC chief executive to boost its Australian growth....

People & Products

Lukasz de Pourbaix, executive director of Lonsec Investment Solutions and chief investment officer, is set to depart the firm in mid-June. ...

Financial planning

A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...

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Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

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Funds management

Money Management last January asked key investment specialists to predict how things would roll out in 2018, with Stephen van Eyk emerging closest to the market with his ...

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Financial planning

A Federal Parliamentarian has specifically queried why research houses and dealer group investment committees are not held responsible for putting products on an APL whic...

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Funds management

New Netwealth research confirms the dominance of established research houses in the funds management space despite the evolution of financial services technology....

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Rate the raters

Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...

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Features

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

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Rate the raters

Nicholas O'Donoghue writes that for the second year running, the gap between ratings houses, Lonsec and Zenith Investment Partners, has been too close to call, in the fir...

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Financial planning

Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...

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Financial planning

The FPA has questioned the role of research houses, responsible managers and product issuers in the collapses of forestry managed investment schemes stating it had become...

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Noah Elshin

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