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VAN EYK
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Financial planning
With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...
Financial planning
Research house van Eyk has reinstated the 'BB' rating awarded to Perpetual Australian Share Fund (ASF) following months of concern over team stability....
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
Financial planning
Van Eyk has decided to maintain its rating of two Australian share funds managed by CFS despite the departure of senior portfolio manager Martin Littler....
Financial planning
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Financial planning
The Australian market will continue to see elevated levels of volatility for the foreseeable future, while there will be a continuation of the concentration within the fi...
Rate the raters
Some of the key players in the funds research sector have recently undergone major executive and ownership changes. Milana Pokrajac examines how much impact - if any - su...
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
Rate the raters
A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....
Rate the raters
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
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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...