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VAN EYK
Financial planning
Mortgage Choice has opened a financial planning business which will commence initial operations next month and aims to have 60 advisers within three years....
Financial planning
AMP has re-signed van Eyk to continue to provide access to its iRate platform to the group's financial planners....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
People & Products
To help build its Australian sales and client relationship capabilities, Morningstar has appointed two business development managers....
Superannuation
Many investors who invest in a managed fund that has to-date demonstrated strong performance are destined to be disappointed by its subsequent performance, according to a...
Funds management
Managed fund outperformance rarely lasts for more than a few years before it 'peters out', according to research conducted by van Eyk....
Financial planning
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
Superannuation
Research approves active management within volatility strategies....
Financial planning
van Eyk has announced a refinement of the way it rates exchange-traded funds to reflect the important differences between ETFs and other managed funds....
Funds management
The change in van Eyk's ratings system for ETFs reflects important differences between ETFs and other managed funds, the company has announced....
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
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MARKET INSIGHTS
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...