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RATE THE RATERS
Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
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...
Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...
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...
Despite a change in planners’ sentiment, Oksana Patron finds in the second part of Money Management's Rate the Raters survey that Lonsec remained their favourite research...
After regaining the top spot in the first part of Money Management's 2017 Rate the Raters survey this year, Lonsec has again emerged as a clear winner in the eyes of the ...
Lonsec has regained the top spot in the first part of Money Management's 2017 Rate the Raters survey, while new and smaller player SQM Research has earned a nod from fund...
Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....
Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...
For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of Money Management’s Ratings House of the Year 2015, writes Ni...
Nicholas O'Donoghue writes that for the second year running, the gap between ratings houses, Lonsec and Zenith Investment Partners, has been too close to call, in the fir...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....