RESEARCH HOUSE

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 ...

Financial planning

A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...

Financial planning

Lucie Beaman talks to advisers about the practical application of risk research....

People & Products

Former Assirt head of distribution and product, Rebecca Jacques, who tendered her resignation from the research house on Monday and left later that day has joined alterna...

Financial planning

The movement of Assirt from underneath Sealcorp and into St George’s Investment Centre of Excellence (ICE) is not the first move the research house has undertaken in rece...

Financial planning

Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...

Financial planning

InvestorWeb Research, in an attempt to increase its brand awareness in the market, has signed a deal to offer its full range of research services to students of financial...

Financial planning

The former head of Assirt, Caroline Saunders, has been recruited by Challenger Financial Services to take on the role of head of manager research and alliances....

Rate the raters

The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...

Financial planning

Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...

Financial planning

The funds management industry was given a respite from lacklustre markets in the second quarter of 2003, stimulating an improvement in the net inflow position compared to...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 7 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago