RESEARCH

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....

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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...

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People & Products

Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver quantitative research on digital techno...

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Funds management

Funds managers have said they would like to see wider coverage of non-mainstream funds and more alternative investment specialist ratings....

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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...

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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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People & Products

Brendan Irwin has been appointed by SQM Research as full-time senior investment analyst where he will be responsible for managed fund research and ratings....

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Financial planning

New research undertaken by the Australian Securities and Investments Commission has confirmed that consumers who use advisers actually value them, but that the industry r...

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Financial planning

Customer satisfaction among the big four banks is improving for the first time since the Royal Commission, according to Roy Morgan research....

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People & Products

Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....

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People & Products

AMP has appointed Morningstar as the external research provider for its advice business. ...

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People & Products

The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....

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Policy & Regulation

New research commissioned by building industry group, Master Builders Australia has pointed to significant economic damage resulting from the Federal Opposition’s policie...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago