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Funds management
Lack of confidence in financial institutions has pushed clients towards direct investments, according to new research from Investment Trends....
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...
Financial planning
The wrong assumptions are being made about fund managers and their approach to risk by those using tracking error, according to Russell Investments’ portfolio manag...
Financial planning
Fund managers and research houses have come under fire for relying too heavily on benchmarks when constructing portfolios....
Financial planning
Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...
Financial planning
It’s logical that the financial planning sector would seek better accountability from product providers and researchers....
Editorial
The market for C and D financial advice clients is heating up, both for sellers and buyers, writes Caroline Munro....
Financial planning
Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...
Funds management
Investor and adviser sentiment towards property investing will improve as fund managers learn the lessons of the global financial crisis (GFC), according to Charter Hall....
Financial planning
Today is the last chance financial planners have to voice their opinion in the Money Management Rate the Raters survey....
Financial planning
Financial planners are invited to have their say on the operations and performances of Australia's leading research and ratings houses....
Funds management
Australian fund managers are broadly negative about the impacts of an RSPT but believe it has already been priced into most mining company shares....
Funds management
There has been a heavy shift away from European and UK equities towards global and emerging markets bonds as fears about the European debt crisis take hold....
Rate the raters
The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...
Financial planning
Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....
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Podcast
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....