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....

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....

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....

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

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...

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 ...

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...

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...

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...

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....

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