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People & Products
Morningstar head of sales Toby Potter will leave the research house after submitting his resignation, effective immediately, which came at the end of a review of its busi...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Funds management
Assirt is to include hedge funds on its research radar for the first time....
Financial planning
News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...
Funds management
Investors in property would do well to reweight their investment portfolio to commercial rather than retail property, says research house BIS Shrapnel....
Funds management
The Deutsche owned Paladin Property Securities has been recognised for its performance in the property investment market with an award of best overall fund by Property In...
Financial planning
Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....
Financial planning
Zurich has joined the four-star club for managers rated by Morningstar....
Financial planning
Morningstar has upped its star rating of Rothschild funds from three to four....
Financial planning
AMP Henderson in New Zealand has had a hold notice slapped on its funds by newly relaunched FundSource, formerly research house Ipac Securities NZ....
Financial planning
Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....
Financial planning
Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....
Financial planning
Morningstar has brought in its original founder, Joe Mansueto, to replace Don Phillips as chief executive of the US-based business....
Financial planning
Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...