SQM

Features

Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....

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Rate the raters

Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....

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Funds management

Hejaz Financial Services has become the first firm to have an Islamic managed fund rated by an Australian ratings agency, as the firm applies for a banking licence....

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Funds management

Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....

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Rate the raters

After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....

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Funds management

Although research houses tend to take a case-by-case approach, it’s usually not the fund performance but movement of the key personnel and client business that leads to c...

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Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

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Rate the raters

For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...

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Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

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Features

Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...

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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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Funds management

Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....

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MARKET INSIGHTS

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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...

3 days 15 hours 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...

3 days 15 hours 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...

4 days 15 hours 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. ...

8 months 4 weeks ago

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

9 months 1 week ago