RESEARCH HOUSE
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....
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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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...