RESEARCH HOUSES
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...
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...
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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'...
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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...