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Financial planning
Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...
People & Products
Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....
Financial planning
Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....
Funds management
Emerging markets may be making something of a rally, but according to the latest Lonsec Sector Review of Global Emerging Markets and Regional Equities, the past year has ...
Financial planning
Appointment comes after review of internal research processes and expansion of internal product research team....
Financial planning
What is a responsible investment? AMAL AWAD considers the changing hues of the financial services landscape....
Financial planning
JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....
Funds management
Advisers are generally failing to embrace direct equities despite widespread dissatisfaction over managed fund performances, according Lonsec manager, stockbroking, Jerem...
Financial planning
Funds manager Perennial Investment Partners believes advisers remain reluctant to encourage their clients to invest outside of cash since it released research on investor...
Financial planning
The multi-manager market has maintained its appeal during the downturn, reporting positive inflows and growth. Janine Mace reports....
Financial planning
While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....
Rate the raters
Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....
Financial planning
Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...
Financial planning
No particular investment style proved to protect large cap global equity funds from the carnage of the past 12 months, according to research house Lonsec. Find out which ...
Financial planning
This year’s winner in the Multi-Manager category, Advance Asset Management, has been a long-term multi-manager protagonist and its head of investment solutions, Patrick F...
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Podcast
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...