Perpetual recruits George Moromalos as new head of Research and Consultant Relationships....
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...
Investors in the retirement space have an obligation to deliver their clients a cocktail of low risk and high predictability, a senior investment manager believes....
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...
If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Last year saw one of the major investment research houses, Standard & Poor’s (S&P), exit the Australian market. ...
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...