RESEARCH HOUSES

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...

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...

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...

Editorial

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

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...

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?...

Editorial

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

Funds management

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

Financial planning

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

Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

Financial planning

The chief executive of van Eyk Research believes "the market has decided" which remuneration model is appropriate for research houses, and says his group’s subscriber-pay...

Editorial

Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...

Financial planning

Leading research house Zenith believes it may have to eventually change its pricing model....

Financial planning

Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....

Editorial

To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...

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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....

6 days 17 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...

3 weeks ago

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

1 week 4 days ago