RESEARCH HOUSES

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....

Financial planning

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

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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...

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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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Financial planning

The managing director of Professional Investment Services (PIS) has questioned the role and value of investment research in light of recent failures in the agribusiness m...

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Financial planning

A boutique structured products provider, Alpha Structured Investments, has raised concerns about what it considers to be over-engineered structured products offered by th...

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Editorial

Dominic McCormick explains the reasoning behind Select Asset Management's decision to raise concerns regarding Trio Capital/Astarra....

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People & Products

Securitor has expanded its internal research team from seven to 13 over the past 12 months as it moves to take a greater responsibility for research in-house, with more g...

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Financial planning

Investment research houses play a significant role in influencing the investment decisions of financial advisers, but are they held accountable for their recommendations?...

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Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

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Funds management

Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....

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Financial planning

With the dust from the global financial crisis beginning to settle, it is an opportune time for some reflection, writes Mark Hoven....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

20 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

21 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

21 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

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

9 months 3 weeks ago