RATINGS

Funds management

Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...

People & Products

Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...

People & Products

Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...

Funds management

Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....

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Funds management

Near-term risks are easing for financial institutions but downside risks remain, according to Fitch Ratings, which changed 20% of its outlook ratings from ‘negative’ to ‘...

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Funds management

Foresight Analytics has announced it has acquired Melbourne-based Australia Ratings Analytics from Australia Ratings Group in order to build its market share....

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Policy & Regulation

A new survey has revealed Australia as a global laggard on portfolio holdings disclosure with Morningstar delivering it a lowest-possible Australia has received a signifi...

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People & Products

The First Sentier Investors CFS Equity Income Fund Class A has received the Morningstar Analyst Rating of silver....

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Funds management

AMP has defended its balance sheet and capital position in the face of another ratings downgrade from major ratings agency, Moody’s....

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Financial planning

Fitch Ratings has maintained its negative outlook on the ratings of Australia’s four largest banks: ANZ Group, Commonwealth Bank of Australia, NAB and Westpac. ...

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Funds management

There are 10 new funds that have received 5 Crown ratings after being previously unrated, with funds from CFS, Legg Mason, Perennial, GQG Partners, Eley Griffiths and Sim...

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Funds management

There are 18 management groups which saw all their funds only receive 1 Crown, the lowest rating, in the latest FE fundinfo Crown ratings rebalance. ...

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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

A ratings downgrade generated by the sale of AMP Life has seen the company defending the strength of its balance sheet....

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Funds management

Rating moved from stable to negative by Fitch reflecting the market uncertainty and the possibility of an earnings hit in the next two years. ...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 12 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 10 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 13 hours ago