POWERED BY MOMENTUM MEDIA
RESEARCH HOUSES
Financial planning
Investment research houses play a significant role in influencing the investment decisions of financial advisers, but are they held accountable for their recommendations?...
Editorial
Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....
Funds management
Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....
Financial planning
With the dust from the global financial crisis beginning to settle, it is an opportune time for some reflection, writes Mark Hoven....
Editorial
Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....
Financial planning
The chief executive of van Eyk Research believes "the market has decided" which remuneration model is appropriate for research houses, and says his group’s subscriber-pay...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Leading research house Zenith believes it may have to eventually change its pricing model....
Financial planning
Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....
Editorial
To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...
Financial planning
The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....
Financial planning
Sustainability is the forgotten innovation in retail life insurance, writes Sean McCormack....
Rate the raters
Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....
Editorial
The heads of two of Australia’s leading investment research houses have signalled a return to relevance for active investment managers....
Financial planning
Active management in a volatile market has the potential to deliver better returns after fees than index funds...
Never miss the latest news and developments in wealth management industry
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 ...