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RESEARCH HOUSES
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Rate the raters
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
Rate the raters
They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....
Rate the raters
Last year saw one of the major investment research houses, Standard & Poor’s (S&P), exit the Australian market. ...
Financial planning
Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
People & Products
Former Mercer principal Ross Cartwright has joined MFS Investment Management as head of platforms in Australia as the firm expands its local presence....
Financial planning
Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...
Financial planning
ASIC announces targeted surveillance of research providers under new policy approach....
Financial planning
Ratings of complex financial products need to be taken with a "grain of salt", according to WHK Group head of research Jeremy McPhail....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Funds management
Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....
Financial planning
With submissions being considered by ASIC, it is essential that the financial services industry understands the potential ramifications of removing the current pay-for-ra...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....