RESEARCH

Financial planning

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...

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

The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....

Funds management

Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research....

Funds management

Almost 90% of the funds available to Australian investors have failed to make positive returns over the past six months, research by Money Management shows....

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People & Products

Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...

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People & Products

Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver quantitative research on digital techno...

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Funds management

Funds managers have said they would like to see wider coverage of non-mainstream funds and more alternative investment specialist ratings....

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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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Superannuation

The decision by the owners of research and ratings house Zenith to call off their bid for Chant West has resulted in the initiation of court action....

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People & Products

Brendan Irwin has been appointed by SQM Research as full-time senior investment analyst where he will be responsible for managed fund research and ratings....

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Financial planning

New research undertaken by the Australian Securities and Investments Commission has confirmed that consumers who use advisers actually value them, but that the industry r...

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Financial planning

Customer satisfaction among the big four banks is improving for the first time since the Royal Commission, according to Roy Morgan research....

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People & Products

Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....

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People & Products

AMP has appointed Morningstar as the external research provider for its advice business. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 22 hours ago