Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...

The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...

While risk companies have concerns about the processes and representation they receive from industry researchers, the researchers themselves have some gripes of their own...

Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....

Lucie Beaman talks to advisers about the practical application of risk research....

Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...

The former head of Assirt, Caroline Saunders, has been recruited by Challenger Financial Services to take on the role of head of manager research and alliances....

Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...

What if much of what you knew about investing was wrong? Dominic McCormick reports....

Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...

The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...

Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....

For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...

The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...