RESEARCH
Funds management
With wealth managers and advisers having minimal capacity for fund research, a BNY report has found simple alternatives strategies from established providers are those wh...
Financial planning
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabiliti...
Financial planning
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greate...
Financial planning
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
Financial planning
The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence....
Financial planning
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...
Funds management
Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...
People & Products
The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....
Funds management
Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research....
Funds management
Almost 90% of the funds available to Australian investors have failed to make positive returns over the past six months, research by Money Management shows....
People & Products
Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...
People & Products
Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver quantitative research on digital techno...
Funds management
Funds managers have said they would like to see wider coverage of non-mainstream funds and more alternative investment specialist ratings....
Funds management
AMP Limited is continuing to pay a price for controversy and key personnel instability with research and ratings house, Zenith, telling clients that it has placed more th...
Superannuation
The decision by the owners of research and ratings house Zenith to call off their bid for Chant West has resulted in the initiation of court action....
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MARKET INSIGHTS
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...