VAN EYK RESEARCH

Rate the raters

Last year saw one of the major investment research houses, Standard & Poor’s (S&P), exit the Australian market. ...

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Editorial

Do direct investors need protection from themselves? Jonathan Ramsay argues taking into account the fundamentals of underlying investments will pay off better than going ...

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Editorial

Although they haven’t exactly broken out the champagne, life has become a lot easier for fund managers over the past 12 months. Janine Mace examines the implications for ...

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Financial planning

Having entered the financial services industry at virtually the same time that Money Management began publishing, Stephen van Eyk is a most appropriate recipient of the M...

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Editorial

As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...

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Financial planning

Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...

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Funds management

The majority of Australian share fund managers are heavily overweight to the “quality” end of the share market while few hold bias towards value stocks....

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Editorial

Many investors are paying active fees and ending up with index-like returns, writes Jonathan Ramsay....

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Financial planning

Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...

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Editorial

It is better to have the ability and the freedom to ignore the short run if you want superior returns, writes Jason Blumberg....

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Financial planning

Grandfathering provisions in the FOFA legislation risk encouraging complacency in the advice industry, according to van Eyk Advice national practice manager Tony Zulli....

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Financial planning

AMP has re-signed van Eyk to continue to provide access to its iRate platform to the group's financial planners....

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Financial planning

AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....

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Rate the raters

Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...

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People & Products

To help build its Australian sales and client relationship capabilities, Morningstar has appointed two business development managers....

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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 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 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. ...

1 week 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. ...

3 days 14 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 18 hours ago