research houses

Funds management

Established research houses still dominate

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

Zenith grabs gold from fund managers

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...

Features

Managing those who manage themselves - SMSFs

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

Rate the raters

Lonsec and Zenith lead title chase

Nicholas O'Donoghue writes that for the second year running, the gap between ratings houses, Lonsec and Zenith Investment Partners, has been too close to call, in the fir...

Financial planning

Planners should look beyond trust in ratings houses

Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...

Financial planning

FPA claims ‘gatekeepers’ part of agribusiness failures

The FPA has questioned the role of research houses, responsible managers and product issuers in the collapses of forestry managed investment schemes stating it had become...

Financial planning

Zenith claims Research House of the Year

Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...

Rate the raters

Zenith reaches its zenith

Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...

Financial planning

Perpetual appoints research relationships head

Perpetual recruits George Moromalos as new head of Research and Consultant Relationships....

Rate the raters

Managers look past money to focus on results

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...

Policy & Regulation

Outsource PDS approvals to independent research body

ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...

Financial planning

Advisers urged to shield clients from risk

Investors in the retirement space have an obligation to deliver their clients a cocktail of low risk and high predictability, a senior investment manager believes....

Financial planning

ASIC concerned over ‘cookie-cutter’ approach to advice

ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....

Editorial

Researching research houses

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...

Financial planning

Planners expect too much, say researchers

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...