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RESEARCH HOUSES
Editorial
What if much of what you knew about investing was wrong? Dominic McCormick reports....
Financial planning
Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Rate the raters
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
Financial planning
For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...
Financial planning
The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Financial planning
Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...
Financial planning
Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...
Financial planning
Challenger International’s flagship fund, the Howard Mortgage Trust, has seen its assets under management rise to more than $2 billion, placing it in the top 10 largest m...
Financial planning
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
Financial planning
ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Financial planning
Two ex-employees of major research houses, Angela Ashton and Amanda Crowley, have set up their own independent research group, Investment Research Solutions (IRS)....
Rate the raters
The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...