POWERED BY MOMENTUM MEDIA
RESEARCH HOUSES
Rate the raters
Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...
Financial planning
Much of the value of having a research house rate a financial product comes in the way of their perceived independence and their ability to offer a completely objective v...
Funds management
The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...
Financial planning
Research by InvestorWeb has found against a prevailing notion by local researchers that active fixed interest management doesn’t add value after fees....
Funds management
Equipping researchers and investment committee members from dealer groups, platforms, super funds and research houses with the knowledge and insight required to understan...
Financial planning
In a sign that not all risk advisers are satisfied with the suitability of recommendations coming from research houses, a major Australian dealer group has decided to mov...
Funds management
Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Rate the raters
The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...
Rate the raters
The Rating the Raters survey 2005 was conducted using an online questionnaire and took place during February 2005. Participants were asked questions on areas such as rese...
Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
Rate the raters
The power of research houses is highlighted by the recent decision of UBS to no longer allow its funds to be rated by van Eyk, which it sees as a competitor....
Editorial
The labels ‘value’ and ‘growth’ are simplifications of styles which are much more complex, writes Robert Keavney....
Financial planning
The relationship between product providers and research houses has appeared on the Australian Securities and Investments Commission’s (ASIC) radar with new anti-conflict ...
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 ...