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VAN EYK
People & Products
ipac has made its final appointment to its leadership team, with Matthew Fogarty joining as head of advice and business optimisation....
People & Products
In a move to tap into the growth in popularity of exchange-traded funds (ETFs), BetaShares has appointed Lyndall James as director of adviser services....
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
People & Products
van Eyk’s Matt Olsen has joined specialist investment manager Select Investment Partners as head of research....
Financial planning
New Zealand’s Perpetual Asset Management and Perpetual Portfolio Management have undergone a full rebrand as van Eyk....
Editorial
Is the situation a repeat of ‘94 and bond yields and bubbles? I’m going to throw that straight to the author of the question, and that’s Jeff. ...
Rate the raters
Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...
Funds management
Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....
Funds management
Five funds are awarded top rating while another five decline involvement. ...
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Editorial
Do direct investors need protection from themselves? Jonathan Ramsay argues taking into account the fundamentals of underlying investments will pay off better than going ...
Financial planning
Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...
Editorial
As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...
Financial planning
Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...
Superannuation
van Eyk analysis points to managers remaining biased towards quality end of share market. ...
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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...