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RESEARCH HOUSES
Financial planning
Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...
Financial planning
The former head of Assirt, Caroline Saunders, has been recruited by Challenger Financial Services to take on the role of head of manager research and alliances....
Financial planning
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
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 ...
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MARKET INSIGHTS
Podcast
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...