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RESEARCH HOUSES
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...
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....
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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...