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RESEARCH HOUSES
Financial planning
Bloomberg is rolling out an upgraded version of its news and information service to Australian clients, with changes aimed at making the terminal easier to use, search an...
Financial planning
ASIC will release a new guide covering the role of research and ratings houses later this year....
Financial planning
An ASIC consultation paper has proposed that research houses improve transparency and clearly separate their business units in order to manage real or perceived conflicts...
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
Editorial
This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
Financial planning
Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...
People & Products
BlackRock has announced several appointments aimed at strengthening its relationship building with retail clients and research gatekeepers....
Financial planning
Dealer groups are increasingly tightening down their Approved Product Lists (APLs) and creating their so-called 'best picks', according to AMP Capital Investors head of r...
Financial planning
After what has been a difficult year for fund managers, research houses and advisers have started to shift focus from short to long-term performance, according to Hyperio...
Editorial
Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....
Financial planning
Research houses may claim to be taking an important step towards greater transparency in the release of their performance statistics, but the depth of this information ha...
People & Products
ANZ Financial Planning appoints Lonsec to supplement van Eyk Research....
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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....