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Financial planners can no longer afford to target clients by age and net-worth alone. NICOLE SZOLLOS investigates the demographics that matter....
Ever since exchange traded funds (ETFs) arrived in Australia in late 2000, there has been a flurry of interest by both product providers and investors. MARTIN GOLD and PA...
Since the news of the purchase of van Eyk Research by William M Mercer, as reported by Money Management last week, hit the market the question has been raised as to wheth...
The Top 50 Distributors is based on the research for the <i>Money Management</i> Top 100 Dealer Groups report from late last year....
The fortunes of accounting and financial services group Stockford have continued to wane after it announced yet another profit loss last week....
Following a poor rating, fund managers are the first to criticise a research house’s approach as either too qualitative or quantitative in its focus. However, as FIONA MO...
Funds managers are not as hardline in their attitudes towards research houses compared to nine years ago. FIONA MOORE compares the survey results and the responses of fun...
Deakin Financial Services Group has made a massive turn around in its performance with the group recording a net profit after tax of $176,000 for the half-year ending Dec...
Research houses have not met the expectations of fund managers in the key areas of ethics, integrity and disclosure according to results from the <i>Money Management Rati...
Despite rating the value that research houses provide as high, funds managers are not clear on how the research market differentiates itself, and as a result, who is best...
<i>Money Management</i><i>’</i><i>s</i> Rating the Raters survey has brought to the surface a number of grievances and added a missing element in the debate on the value ...
The words ethics and integrity seem to sit comfortably alongside the work of research groups. But, as GEORGE LIONDIS reports, funds managers paint an entirely different p...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...