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RESEARCH HOUSES
Financial planning
Aviva has put the full version of its Protectionfirst suite of risk products on Navigator....
Financial planning
Financial planners’ lack of knowledge about hybrid fund structures is filtering through to retail investment clients, requiring more education and better research, accord...
Financial planning
Publishing house, brillient!, the company that produces the PortfolioConstruction Journal and annual conference, has made its debut on Internet TV delivering investment r...
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...
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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...