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Financial planning
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With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....
Financial planning
The retail research space is flooded with players, but how are financial planning practices making use of their services? Freya Purnell reports....
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It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....
Financial planning
Mercer Investment Consulting head of research for retail products Chris Durack has been snared by Perpetual Investments to take on a new role covering research relationsh...
Financial planning
After leaving his post as senior portfolio manager at Perpetual Investments in September 2002, Peter Morgan resurfaced later that year to announce the establishment of a ...
Financial planning
How a rating house conducts its research has been a contentious issue for some time, but as Jason Spits writes, fund managers are still seeking an open and wide-ranging p...
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
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While risk companies have concerns about the processes and representation they receive from industry researchers, the researchers themselves have some gripes of their own...
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Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....
Financial planning
Lucie Beaman talks to advisers about the practical application of risk research....
Financial planning
Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...
Financial planning
The former head of Assirt, Caroline Saunders, has been recruited by Challenger Financial Services to take on the role of head of manager research and alliances....
Financial planning
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
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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 ...