RESEARCH HOUSE

Financial planning

Rob Prugue has resigned from his position as director and head of asset consulting with van Eyk Research to take on the role of senior executive with Lazard Asset Managem...

Financial planning

The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...

Financial planning

Morningstar Inc managing director Don Phillips has stated the style of research undertaken by the Australian operation of Morningstar will not change and the group will r...

Financial planning

Credit Suisse Asset Management’s Australian equities products have maintained the confidence of Assirt, with the research house awarding the Swiss funds management group ...

Financial planning

The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...

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 ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 2 weeks ago

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

3 days 13 hours ago

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

1 week 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago