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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 12 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
moneymanagement logo