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....
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...
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....
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....
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MARKET INSIGHTS
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...