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RESEARCH HOUSES

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...

Rate the raters

The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...

Funds management

Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....

Financial planning

With submissions being considered by ASIC, it is essential that the financial services industry understands the potential ramifications of removing the current pay-for-ra...

Financial planning

Bloomberg is rolling out an upgraded version of its news and information service to Australian clients, with changes aimed at making the terminal easier to use, search an...

Financial planning

ASIC will release a new guide covering the role of research and ratings houses later this year....

Financial planning

An ASIC consultation paper has proposed that research houses improve transparency and clearly separate their business units in order to manage real or perceived conflicts...

Rate the raters

Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...

Editorial

This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...

Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

Rate the raters

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

Financial planning

The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...

Financial planning

Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...

People & Products

BlackRock has announced several appointments aimed at strengthening its relationship building with retail clients and research gatekeepers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago