Research

Research

Fate of investment consultants in advisers’ hands

Institutional asset consultants like JANA will fancy their chances muscling in on more thinly resourced investment consultants but relationships advisers have with this group will determine whether many 'fall by the wayside'.

Matthew SmithMay 6, 2020

Research

Dividend cull sparks retirement income rethink

With the sanctity of franking credits and now bank dividends under threat, there are no sacred cows for retirees anymore. Some old and some new ways to generate income are emerging, and advisers are being called upon to assess them.

Tahn SharpeMay 5, 2020

Research

15 super funds on SuperRatings ‘priority’ list

The prominent super fund researcher will be knocking on doors this week to consider the appropriateness of ratings among certain strategies and products in light of new liquidity concerns.

Matthew SmithApril 22, 2020

Research

Industry super crisis reveals blind spots in APL research

As industry funds scramble to manage a liquidity squeeze, out-of-cycle asset mark-downs and burgeoning cohort risks, the entire chain of responsibility behind APLs and super fund recommendations will come into question.

Tahn SharpeApril 9, 2020

Research

Super funds and illiquid assets: Time of reckoning has arrived

Everyone in the research and investment community knew funds would need to navigate issues relating to their large exposure to illiquid assets at some point, Dominic McCormick writes.

Dominic McCormickApril 7, 2020

Research

Active versus passive: Look beyond the binary

Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.

Tahn SharpeDecember 10, 2019

Research

AMPFP ends its mass-market MDA experiment

AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.

Matthew SmithDecember 6, 2019

Research

Asset definition inconsistency a blight for advisers

The disparate methods super funds use to define asset class make things tough for advisers, according to Lonsec’s Veronica Klaus, but the funds themselves aren’t to blame.

Tahn SharpeDecember 6, 2019

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