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RESEARCH HOUSE
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. ...
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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....
Financial planning
Specialist ETF research house AltaVista Research announced last week it had added eight newly-issued ETFs to its research universe. ...
Funds management
Research house looking at managed account platforms before releasing research results....
Editorial
Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...
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If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
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Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...
Financial planning
Ratings house Zenith Investment Partners has awarded three Legg Mason Australia funds 'Recommended' ratings. ...
Funds management
Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...