RESEARCH HOUSE

Funds management

Schroders and Barclays Global Investors have been awarded the top ‘AA’ rating in Van Eyk Research’s 2003 Australian equities sector report....

Financial planning

A decline in total assets under management in Australia as well as continuing weak fund inflows is creating a situation Assirt believes could have “severe consequences” f...

Financial planning

InvestorWeb Research has dropped AMP, Perpetual (Fidelity) and Invesco from its international share manager recommended list in its latest review of the sector....

Financial planning

Assirt has downgraded Colonial First State’s (CFS) business management rating from ‘Strong’ to ‘Competent’ on the back of a spate of recent departures from the group....

Financial planning

The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....

Financial planning

Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....

Financial planning

Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Financial planning

The mystery surrounding last year’s announcement of new owners buying into van Eyk Research has turned out to be less intriguing than first reported with the group still ...

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

People & Products

The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...

Financial planning

A newly formed association of Spanish tied agents (ANAF) will present a legislative blueprint early this year that might allow independent financial advisers to operate i...

Financial planning

The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...

Financial planning

Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....

Financial planning

The Assirt group is continuing to push into the research of the burgeoning hedge fund sector, releasing its first ever rating of a single strategy hedge fund manager, K2 ...

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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....

4 days 17 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 2 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 ago