ZENITH

Rate the raters

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...

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Funds management

The rise of index-based strategies and exchange traded products shows a major shift in market and has grown in tandem with adoption of responsible investing principles, a...

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Funds management

The asset class was up 14.5% during the June quarter thanks to the slower appraisal-based valuation cycle, according to Zenith Investment Partners....

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Funds management

AMP Limited is continuing to pay a price for controversy and key personnel instability with research and ratings house, Zenith, telling clients that it has placed more th...

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Funds management

Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....

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Features

The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...

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Funds management

Australian active managers need to adapt to changing consumer demands which are driven by a shift to global equities and fee pressures due to the rise of passive investin...

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Rate the raters

Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...

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Funds management

Earnings of Australian companies have taken a material hit during the COVID-19 pandemic, putting pressure on dividend yields but there are ways to improve this, according...

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Funds management

The restrictions on travel have dented the performance of global listed infrastructure funds, according to Zenith investment Partners, but greater downside protection mea...

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Superannuation

The decision by the owners of research and ratings house Zenith to call off their bid for Chant West has resulted in the initiation of court action....

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Funds management

Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....

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Funds management

The Aoris International fund has been added to BT’s Wrap and Panorama platforms....

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Funds management

Confidence in the investment team and fee structure changes has led Zenith to lift Premium China Funds Management’s Premium Asia fund rating....

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News

Financial planners in favour of Lonsec but have made room for some new entrants, according to Money Management's Rate the Raters survey....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 15 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 18 hours ago