RESEARCH HOUSES

Financial planning

Active management in a volatile market has the potential to deliver better returns after fees than index funds...

Financial planning

Aggregated investment data could mislead investors....

Financial planning

The value of analysis undertaken by investment research houses is currently in the spotlight, prompted by the deplorable performance of United States-based ratings agenci...

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Financial planning

Retail managed funds drop 3.9 per cent in September quarter: Plan for Life....

Financial planning

2008 Year in Review - Senator NICK SHERRY, Minister for Superannuation and Corporate Law looks at one of the most testing years in living memory....

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Financial planning

CRAs to hold AFSL licence, produce annual compliance report....

Financial planning

Sherry stays focused on role of ratings houses in market meltdown....

Financial planning

Commends financial planners for their role in managing client responses to the current financial turmoil....

Financial planning

FICS judgement reinforces need for personal due diligence. ...

Financial planning

AUI urges investors not to pull out of mortgage funds....

Financial planning

Receives approval from UK regulator for fund of fund portfolios....

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Financial planning

Ratings houses criticised....

Financial planning

The Government’s regulatory review of research houses should question whether the ‘pay for rating’ model is inhibiting good investment advice, argues DOMINIC McCORMICK...

Financial planning

Government and ASIC need to fully understand the total financial advice value-chain if they are to effectively investigate the role of research houses....

Financial planning

Sherry announces review of credit rating agencies and rating houses....

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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 20 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 11 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