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RESEARCH HOUSE
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...
Rate the raters
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...
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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...
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....
Funds management
Five funds are awarded top rating while another five decline involvement. ...
Funds management
Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...
Funds management
High-level investment team turnover in the listed property funds management sector is likely to affect return performance over the next 12 months, according to Zenith Inv...
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Money Management asked fund managers once again what they thought about the research houses which rate their products....
Rate the raters
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
Financial planning
Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...
Financial planning
Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...
Financial planning
Challenger's suite of annuities, which collectively represents around 80 per cent of the annuity market share in Australia, has been given a 'recommended' rating by the r...
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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...