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RESEARCH HOUSE
Features
The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their r...
Funds management
Lonsec Research and Ratings has been announced as research partner for the annual Fund Manager of the Year Awards....
Financial planning
Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with a priority being to look beyond fund ...
Funds management
An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. ...
Funds management
Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....
Financial planning
Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...
People & Products
Two investment consulting firms JANA and Genium have expanded their research teams with senior appointments....
People & Products
The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists....
People & Products
Global research consultancy CoreData has appointed Angus Dennis from Australian Ethical Investment as it expands its research into responsible and ethical investment....
People & Products
Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....
Financial planning
Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...
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....
Funds management
Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....
Superannuation
Research and ratings house, Lonsec has launched a Super Asset Allocation comparison tool aimed at cutting through the contradictions of what represents a ‘balanced’ super...
Superannuation
After approaching near-record highs in FY2016, voluntary superannuation contributions eased slightly in FY2017 to an average of $1,054, according to SuperRatings....
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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...