RESEARCH HOUSES

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....

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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...

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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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Financial planning

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

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People & Products

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

Financial planning

Dealer groups are increasingly tightening down their Approved Product Lists (APLs) and creating their so-called 'best picks', according to AMP Capital Investors head of r...

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Financial planning

After what has been a difficult year for fund managers, research houses and advisers have started to shift focus from short to long-term performance, according to Hyperio...

Editorial

Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....

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Financial planning

Research houses may claim to be taking an important step towards greater transparency in the release of their performance statistics, but the depth of this information ha...

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People & Products

ANZ Financial Planning appoints Lonsec to supplement van Eyk Research....

Financial planning

The scrutiny of investment research business models continues, this time with Standard & Poor’s (S&P) Fund Services managing director Mark Hoven putting the...

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Financial planning

Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....

Financial planning

Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....

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Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Financial planning

Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...

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Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

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Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

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JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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