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RESEARCH HOUSE
Financial planning
Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...
Rate the raters
Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...
Financial planning
Strong performances across a range of categories has seen Mercer’s standing among financial planning dealer groups rise, the second part of Money Management’s Rate the Ra...
Financial planning
Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...
Financial planning
van Eyk’s former asset consultancy team has reunited to start a new venture, weeks after leaving the research house. ...
Financial planning
The sale of van Eyk is expected to be finalised this week, with administrators very close to signing off on a deal on the research house’s key assets. ...
Financial planning
ASIC has confirmed it in the process of investigating the Blueprint fund behind the voluntary administration of van Eyk. ...
Financial planning
Money Management looks at the events that led to the voluntary administration of one of Australia’s top research houses. ...
Funds management
The fragile state of emerging markets creates a strong case for employing specialist investment managers, according to Lonsec. ...
Rate the raters
While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...
Rate the raters
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
Funds management
Listed investment companies (LICs) are producing high returns with the bonus of high franking despite its relatively poor reputation, a research house found....
Policy & Regulation
ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...
Financial planning
The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...
Financial planning
Telstra Super Financial Planning signs up to Lonsec Retire....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...