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RESEARCH HOUSES
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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 ...
Financial planning
Web Abstract long compulsory...
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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....
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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...