RESEARCH HOUSES

Financial planning

The scrutiny of investment research business models continues, this time with Standard & Poor’s (S&P) Fund Services managing director Mark Hoven putting the...

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Financial planning

Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....

Financial planning

Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....

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Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Financial planning

Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...

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Financial planning

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

Financial planning

Fund managers and research houses have come under fire for relying too heavily on benchmarks when constructing portfolios....

Funds management

The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....

Financial planning

Today is the last chance financial planners have to voice their opinion in the Money Management Rate the Raters survey....

Financial planning

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

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Rate the raters

The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...

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Financial planning

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

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Financial planning

The managing director of Professional Investment Services (PIS) has questioned the role and value of investment research in light of recent failures in the agribusiness m...

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Financial planning

A boutique structured products provider, Alpha Structured Investments, has raised concerns about what it considers to be over-engineered structured products offered by th...

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Editorial

Dominic McCormick explains the reasoning behind Select Asset Management's decision to raise concerns regarding Trio Capital/Astarra....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 17 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 8 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago