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RATINGS
Funds management
The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...
Funds management
Bell Asset Management has been granted two ‘recommended’ ratings by Zenith in inaugural reviews of its two funds....
Funds management
Zenith Investment Partners has upgraded its rating for the AB Global Equities Fund to ‘highly recommended’....
Superannuation
As the banks face issues with customer satisfaction so too have their associated super funds, with industry funds having increased their customer satisfaction ratings ove...
Funds management
Ardea Investment Management’s Real Outcome Fund has received a ‘recommended’ rating from Lonsec....
Rate the raters
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...
Financial planning
The Royal Commission has unsurprisingly hit consumers’ satisfaction with the banks, with negative sentiment toward the Big Four accounting for most of the drop....
Funds management
FE Crown Ratings biannual look at new funds, which met the three-year history requirement for the first time, has delivered a fairly similar picture compared to the last ...
Funds management
While several strategies have witnessed a fall in their FE Crown Fund Rating, some funds’ underperformance can be put down to conviction, while others continue to perform...
Funds management
Over a third of funds in the Australian Core Strategies Equity – Australia sector have been awarded a four and five-Crown rating, making it the sector that’s fared the be...
Funds management
Witnessing a lift in their FE Crown Fund Ratings from one to four Crowns are the Evans and Partners International strategy and the State Street Passive Balanced Trust....
Funds management
Having the capability to specialise and seize opportunities quickly defines the FE Crown Ratings’ top performers, with their consistency across rating calculations also s...
Funds management
The second run of Money Management’s quantitative Crown Ratings, powered by FE, found that several of the funds that were rated for the first time managed to deliver a st...
Funds management
Plato Investment Management’s income solutions, the Plato Global Shares Income Fund and Plato Income Maximiser, have been earned three new ratings from IIR, Lonsec and Ze...
Policy & Regulation
The Australian Securities and Investments Commission has rated the credit ratings houses via a surveillance and found them wanting in some key areas....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...