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RESEARCH HOUSES
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...
Editorial
Dominic McCormick explains the reasoning behind Select Asset Management's decision to raise concerns regarding Trio Capital/Astarra....
People & Products
Securitor has expanded its internal research team from seven to 13 over the past 12 months as it moves to take a greater responsibility for research in-house, with more g...
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....
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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...