RESEARCH HOUSES

Financial planning

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

Rate the raters

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

Editorial

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

Financial planning

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

Financial planning

Aggregated investment data could mislead investors....

Financial planning

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...

Financial planning

Retail managed funds drop 3.9 per cent in September quarter: Plan for Life....

Financial planning

2008 Year in Review - Senator NICK SHERRY, Minister for Superannuation and Corporate Law looks at one of the most testing years in living memory....

Financial planning

CRAs to hold AFSL licence, produce annual compliance report....

Financial planning

Sherry stays focused on role of ratings houses in market meltdown....

Financial planning

Commends financial planners for their role in managing client responses to the current financial turmoil....

Financial planning

FICS judgement reinforces need for personal due diligence. ...

Financial planning

AUI urges investors not to pull out of mortgage funds....

Financial planning

Receives approval from UK regulator for fund of fund portfolios....

Financial planning

Ratings houses criticised....

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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....

5 days 13 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...

2 weeks 6 days ago

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

1 week 3 days ago