RESEARCH HOUSE

Financial planning

Morningstar has begun publishing qualitative analyst research on Australian-offered exchange-traded funds (ETFs)....

Financial planning

Suncorp and CUA have emerged as providers of best value in the area of term deposits, according to Canstar Cannex product ratings....

Financial planning

Suncorp and CUA have emerged as providers of best value in the area of term deposits, according to Canstar Cannex product ratings....

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

Top 100

Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...

image
Financial planning

New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...

Funds management

Funds management companies including BlackRock, AMP, Challenger, and Amundi noted by the research house for ongoing key staff departures....

image
Funds management

Funds 'on hold' while new Alphinity Investment Management team take the reins of Challenger's $1 billion large cap Australian equities portfolio....

Rate the raters

The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...

image
Financial planning

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

image
Funds management

New S&P research points to continuing fund manager churn....

image
Financial planning

Morningstar has issued an 'avoid' rating to a fund that returned 120 per cent last year, reinforcing its message that past performance is no guarantee of future success....

image
Funds management

Independently owned boutique manager Integrity Investment Management has secured the top spot in the Australian Equities (Broad Cap) category for the second year in a row...

image
Funds management

High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...

image
Funds management

It's two in a row for Schroders Investment Management, which has beaten fellow industry contenders to the coveted title of Fund Manager of the Year in this year's Money M...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago