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RESEARCH HOUSES
Rate the raters
Funds managers are not as hardline in their attitudes towards research houses compared to nine years ago. FIONA MOORE compares the survey results and the responses of fun...
Rate the raters
Research houses have not met the expectations of fund managers in the key areas of ethics, integrity and disclosure according to results from the <i>Money Management Rati...
Editorial
Following a poor rating, fund managers are the first to criticise a research house’s approach as either too qualitative or quantitative in its focus. However, as FIONA MO...
Financial planning
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Financial planning
These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...
Financial planning
Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...
Financial planning
Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...
Financial planning
Putting together the data needed to compile the Money Management Top 100 dealer’s survey is not always a simple task. As such it is not something all dealer groups are pr...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....
Financial planning
Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....
Financial planning
Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...
Financial planning
Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....
Financial planning
Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....
Financial planning
Global research group Standard & Poors is to take on Australia’s three research houses after finalising a deal with research group Investment Data Technologies (IDT)....
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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...