RESEARCH HOUSES

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....

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...

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...

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....

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...

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

Financial planning

Fund managers and research houses have come under fire for relying too heavily on benchmarks when constructing portfolios....

Funds management

The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....

Financial planning

Today is the last chance financial planners have to voice their opinion in the Money Management Rate the Raters survey....

Rate the raters

The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...

Financial planning

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

Financial planning

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 6 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago