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RESEARCH HOUSES
Financial planning
Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with a priority being to look beyond fund ...
Funds management
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...
Financial planning
Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients....
Financial planning
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...
Funds management
Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens. ...
Financial planning
Zenith Investment Partners’ research head Bronwen Moncrieff has joined fund manager Blackwattle Investment Partners....
People & Products
Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly-launched research ratings division....
People & Products
Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...
Financial planning
ASIC has shared findings on the role of advice licensees in the oversight of superannuation fund performance, highlighting their approved product lists and use of researc...
People & Products
Research house CoreData has announced the appointment of an APAC chief executive to boost its Australian growth....
People & Products
Lukasz de Pourbaix, executive director of Lonsec Investment Solutions and chief investment officer, is set to depart the firm in mid-June. ...
Financial planning
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Financial planning
Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...
Funds management
Money Management last January asked key investment specialists to predict how things would roll out in 2018, with Stephen van Eyk emerging closest to the market with his ...
Financial planning
A Federal Parliamentarian has specifically queried why research houses and dealer group investment committees are not held responsible for putting products on an APL whic...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...