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RESEARCH HOUSE
Financial planning
Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...
Financial planning
Research house Standard & Poor’s is considering a change to its process of reviewing fund managers, just weeks after its purchase of rival Assirt Research from the St Geo...
Rate the raters
The power of research houses is highlighted by the recent decision of UBS to no longer allow its funds to be rated by van Eyk, which it sees as a competitor....
Financial planning
Standard and Poor’s (S&P) has wasted no time taking up the challenge to its competitors following its purchase of Assirt from the St George bank last week, claiming it wo...
Financial planning
Publicly offered superannuation fund SunSuper is pushing its credentials on the eve of fund choice, boasting of a positive rating from a research house, and a series of c...
Financial planning
Standard and Poor’s has pledged to keep the majority of Assirt staff, as well as maintain the Assirt brand, after it ended month’s of speculation by agreeing to buy the r...
Financial planning
Rival researchers have expressed an interest in buying out Assirt Research, as its St George Bank owner refuses to pour cold water on speculation it has put the business ...
Financial planning
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
Policy & Regulation
The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
Financial planning
Investors and their advisers have been warned to halve their exposure to ‘market neutral’ strategies, with research house van Eyk reporting a shortage of suitable investm...
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
Perpetual Investments’ move to kick-off its own international equities capabilities has raised investment management style issues with another research house today....
Financial planning
The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...
Financial planning
Morningstar and its former chief executive Graham Rich are one step closer to a potential courtroom showdown after the NSW Supreme Court rejected two claims by the resear...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...