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RESEARCH HOUSE
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
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Boutique research house Zenith Investment Partners is ready to take its model to the advisory market. John Wilkinson reports....
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The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....
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After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....
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With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Financial planning
Colonial First State and Asgard have emerged as top performers in terms of superannuation and retirement income inflows for the 12 months ending June, according to the la...
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It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....
Top 100
Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....
Financial planning
The ability of small managers to outperform their larger counterparts is cementing the place of boutique funds in client portfolio construction, but Assirt Research is wa...
Financial planning
Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...
Financial planning
Assirt’s research team has been dealt another blow with the resignations of investment research analyst Jody Fitzgerald and hedge fund analyst Daniel Liptak....
Financial planning
Managed funds research house Assirt has restructured its research analysts along sector lines ahead of a recategorisation of some funds....
People & Products
Allianz Dresdner Asset Management (ADAM) head of Australian equities Mark Finselbach left the group yesterday after submitting his resignation last Friday - a move quickl...
Financial planning
Select Asset Management’s recently launched Select Gold Fund has received the tick of approval from Zenith Investment Partners, with the research house touting the asset ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...