ZENITH

Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

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Funds management

Zenith Investment Partners has announced the winners of its annual Fund Awards, recognising excellence in funds management across 22 categories....

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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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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago