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RATINGS
Funds management
The number of new micro-cap strategies that were launched in 2017 was a ‘surprising theme’, according to Morningstar’s report....
Financial planning
Despite talk of a Royal Commission, the latest survey on bank satisfaction from research house Roy Morgan has confirmed satisfaction remains high....
Funds management
Zenith Investment Partners has assigned a ‘recommended’ rating to three of the VanEck’s exchange traded funds....
People & Products
Lonsec has awarded ‘recommended’ ratings to the full suite of IOOF’s multi-manager funds, the IOOF MultiMix International Shares Trust....
People & Products
Zenith has upgraded the PIMCO Income Fund from a 'recommended' to a 'highly recommended' rating, which was the highest rating....
Funds management
All three William Blair Australian funds have been awarded ‘superior’ ratings from research house, SQM Research....
Funds management
Henderson’s emerging markets equity fund has been awarded a ‘recommended’ rating for its investment processes by Zenith. ...
Funds management
Monash’s absolute investment fund has received a ‘recommended’ rating for attempting to grow investors wealth in a reliable way, according to Lonsec Research. ...
Funds management
AB’s managed volatility equities fund was given a ‘recommended’ rating by Zenith as it said it is uniquely positioned and has low fees....
Funds management
A rating house has upgraded Legg Mason’s Australia Bond Trust to ‘highly recommended’ as it has one of the strongest offerings among its peers. ...
Superannuation
There are concerns as to whether markets will bounce back enough for super funds to achieve a positive result by the end of the financial year, according to SuperRatings....
Funds management
Research house, Zenith Investment Partners, has upgraded two of Wingate Asset Management’s funds to ‘recommended’ following its most recent review....
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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...