research houses

Rate the raters

Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...

Financial planning

Perpetual appoints research relationships head

Perpetual recruits George Moromalos as new head of Research and Consultant Relationships....

Rate the raters

Managers look past money to focus on results

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

Policy & Regulation

Outsource PDS approvals to independent research body

ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...

Financial planning

Advisers urged to shield clients from risk

Investors in the retirement space have an obligation to deliver their clients a cocktail of low risk and high predictability, a senior investment manager believes....

Financial planning

ASIC concerned over ‘cookie-cutter’ approach to advice

ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....

Editorial

Researching research houses

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

Financial planning

Planners expect too much, say researchers

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

Rate the raters

What financial advisers want from research houses

The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...

Rate the raters

The blame game continues

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Rate the raters

Research houses stand their ground

They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....

Rate the raters

Rate the raters 2013

Money Management asked fund managers once again what they thought about the research houses which rate their products....

Rate the raters

Are there too many ratings houses in Australia?

Last year saw one of the major investment research houses, Standard & Poor’s (S&P), exit the Australian market. ...

Rate the raters

Fund managers and research houses - a cold war thaw?

Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...

Financial planning

Research houses to spruik conflict compliance

Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...