Investment research

Investment research houses to merge

Two investment management research houses are set to merge, with Zenith Investment Partners announcing that it has entered into an agreement to purchase Chant West’s superannuation research and consultancy business. The deal, which is subject to Chant West shareholder approval,…

Show some emotion, Vanguard tells planners

When Vanguard asked investors what attributes contributed most to the value they put on their relationship with their financial adviser, the most important were: • plan monitoring; • Trust; • Connected; • investment expertise; • time delegation; • Prepared; •…

Planners on notice

Almost a third of consumers and half of small business owners are considering either changing their current financial planner or ceasing to use one altogether, according to new research. Respondents to the MetLife Adviser-Client Relationship Report 2019 cited high fees,…

Sub-scale ETFs miss the cut

BlackRock Investment Management is continuing to cull its portfolio of local exchange traded funds, announcing that it is terminating the iShares MSCI Taiwan ETF. BlackRock closed five iShares ETFs in 2018, including Singapore, Hong Kong and BRIC equity index funds.…

Metrics follows up NB credit fund raise

For the second time in a week a listed credit fund has launched a capital raising, underlining the popularity of the sector in a yield hungry market. Metrics Credit Partners’ MCP Master Income Trust aims to raise up to $638…

Advisers must demonstrate their ongoing value

Financial planners need to show their expertise to their clients through regular contact and reviews to retain clients and improve client satisfaction. MetLife’s latest report, Understanding the Adviser-Client Relationship, reveals that a quarter of respondents are considering changing their adviser…

Credit funds on a roll

Investment manager Neuberger Berman hopes to capitalise on strong demand for listed credit income funds, launching an offer of new units in its NB Global Corporate Income Trust. The offer, an entitlement offer and a shortfall offer, is targeting a…

Move over robo; advice goes ‘bionic’

HUB24 and Aberdeen Standard Investments (ASI) have partnered to launch ‘bionic’ advice tools in response to the adviser demand to service a wider range of clients more effectively. According to HUB24, around 41 per cent of Australians intend to get…

Special resolutions on the rise at AGMs

An increasing number of investors are using the annual general meetings of ASX-listed companies to have their say about climate change and other issues, according to new research. Macquarie Securities reveals that there has been an increase in the number…

Millenials want investment advice on an app

Online services and mobile apps are so embedded in the lives of young adults that they expect all their financial services to be delivered that way, according to new research. Funds network operator Calastone surveyed more than 3000 people aged…