research houses

Editorial

How financial planners should use model portfolios

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

Customers to pay for new research pricing models

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

Financial planning

Use of general research for advice 'under challenge'

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

Editorial

Is research filtering diluting the quality of financial advice?

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?...

Financial planning

Research house round table: balancing business interests with integrity

The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....

Financial planning

You can afford bright ideas

Sustainability is the forgotten innovation in retail life insurance, writes Sean McCormack....

Rate the raters

Rate the raters 2009: The seeds of a new status quo

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

Editorial

Investment managers start their engines

The heads of two of Australia’s leading investment research houses have signalled a return to relevance for active investment managers....

Financial planning

Researchers agree: active management in current environment will add value

Active management in a volatile market has the potential to deliver better returns after fees than index funds...

Financial planning

Fund level data not detailed enough: Gilbert

Aggregated investment data could mislead investors....

Financial planning

Judge or be Judged

The value of analysis undertaken by investment research houses is currently in the spotlight, prompted by the deplorable performance of United States-based ratings agenci...