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RESEARCH HOUSES
Financial planning
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. ...
Rate the raters
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...
Rate the raters
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 ...
Rate the raters
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...
Rate the raters
They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....
Rate the raters
Last year saw one of the major investment research houses, Standard & Poor’s (S&P), exit the Australian market. ...
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Financial planning
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...
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
People & Products
Former Mercer principal Ross Cartwright has joined MFS Investment Management as head of platforms in Australia as the firm expands its local presence....
Financial planning
Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...
Financial planning
ASIC announces targeted surveillance of research providers under new policy approach....
Financial planning
Ratings of complex financial products need to be taken with a "grain of salt", according to WHK Group head of research Jeremy McPhail....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...