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...

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. ...

They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....

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....

Former Mercer principal Ross Cartwright has joined MFS Investment Management as head of platforms in Australia as the firm expands its local presence....

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...