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RESEARCH HOUSES
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...
Funds management
New Netwealth research confirms the dominance of established research houses in the funds management space despite the evolution of financial services technology....
Rate the raters
Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...