ZENITH

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...

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....

Funds management

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

Funds management

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

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....

News

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

Features

Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...

Funds management

Zenith Investment Partners has added Legg Mason Western Asset Australian Bond Fund to its Elite Blends portfolios....

Funds management

Fairlight’s Global Small and Mid Cap fund has received a ‘Recommended’ rating from Zenith....

People & Products

Ratings house SQM Research has awarded the Ausbil Global Essential Infrastructure Fund a ‘superior’ rating for investors seeking out alternative investments....

Funds management

Zenith has announced it has upgraded the two of Allan Gray’s funds, the Allan Gray Australia Equity Fund and the Allan Gray Stable Fund, to its highest rating of ‘highly ...

Rate the raters

While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that historic issues such as inexperienced staff and poor sector c...

Features

Many Australian fund managers have tried and struggled to enter the New Zealand asset market. But they won’t find meaningful success there, Clayton Coplestone writes, unl...

Funds management

A Labor win could have posed a significant speed-bump for listed investment companies, according to Zenith Investment Partners....

People & Products

Charter Hall Direct funds have received positive ratings from Lonsec and Zenith across its suite of open unlisted property funds....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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 3 weeks ago

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

3 weeks 2 days ago

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

1 week 4 days ago

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

1 week 2 days ago
moneymanagement logo