RESEARCH HOUSE

Financial planning

Investorweb Research has brought in Ken Atchison to help with the production of its annual property sector review....

Financial planning

ABN Amro’s systems of research and analysis give the fund manager an edge over many of its competitors, the Assirt research group has claimed....

Financial planning

InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...

Financial planning

InvestorWeb Research has dismissed two of its most senior managed fund analysts, David Wright and David Smythe, in what appear to be acrimonious circumstances....

Financial planning

BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....

Financial planning

The management, sector performance and funds of AXA Funds Management have been given a strong rating by Assirt....

Financial planning

Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...

Financial planning

VAN EYK Research has expanded the number of shareholders in the group, boosting the level of external ownership of the research house to 32 per cent....

Financial planning

Van Eyk Research has expanded the number of shareholders in the group which will boost the level of external investment in the research house to 32 per cent....

Financial planning

The long standing dispute between Morningstar and previous managing director Graham Rich has taken another step towards conclusion with Morningstar Inc and its directors ...

Financial planning

Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...

Financial planning

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

InvestorWeb Research has responded angrily to recent press reports that there was some question mark over the continuation of its research operations following the merger...

Financial planning

Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...

Financial planning

Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

6 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 11 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 9 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 12 hours ago