VAN EYK RESEARCH

Financial planning

Zurich Financial Services Australia has tweaked its blended series of funds by adding Barclays Global Investors to give five of its blended portfolios a small component o...

Financial planning

Westpac Bank has become the second big fish in as many months to sign-up emerging technology firm Coin Software at the expense of more established players, after the bank...

Financial planning

The Commonwealth Bank of Australia (CBA) has ended almost a year of speculation about the structure of its new financial planning venture by unveiling a suite of initiati...

Funds management

Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...

Funds management

Boutique investment group, Aurora Funds Management (AFM) has launched it’s first offering to the domestic market one year on since it’s inception in the latter half of 20...

Financial planning

The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....

Financial planning

The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...

Financial planning

While Mercer has been entrenched in the asset consulting scene for many years, it is a relatively new player in the retail research space. Freya Purnell looks at the rise...

Rate the raters

It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....

Financial planning

Diversified fixed income funds composed of alternative asset classes such as hybrid securities and global high yield corporate bonds are only achieving average performanc...

Financial planning

Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...

People & Products

Allianz Dresdner Asset Management (ADAM) head of Australian equities Mark Finselbach left the group yesterday after submitting his resignation last Friday - a move quickl...

Editorial

The research market has been a busy area of financial services over the last 12 months particularly as a market of five players – IWL, Assirt, Morningstar, Lonsec and van...

Funds management

OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....

Financial planning

It has been an eventful year for Garrisons, with a change in the structure of the parent company being the most significant. John Wilkinson reports....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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