Allianz Retire+ AGILE receives ‘Recommended’ Rating from Zenith Investment Partners

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Allianz Retire+ has received a ‘recommended’ rating for its longevity solution AGILE from research house Zenith. The rating follows a thorough review of the solution and determined that amid the... Read more continue reading

Adviser Ratings’ Landscape Report showcases the profession’s revival

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Australia’s most comprehensive snapshot of the wealth management industry, the Adviser Ratings Landscape Report, shows the advice profession is finally experiencing renewal after years of setbacks. For the first time in... Read more continue reading

Eight in a row for Frontier

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For the eighth consecutive year Frontier Advisors has dominated the results for asset consultants in the recently completed Peter Lee Associates independent survey of Australian institutional investors. Frontier was ranked... Read more continue reading

Lonsec Rates Pzena’s Australian Funds “Highly Recommended” at their initial review

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Founded in 1996, the New York-based, classic value manager, Pzena Investment Management is responsible for US$55bn of assets under management, globally. Over the past 15 years, Pzena has established a... Read more continue reading

Zenith Investment Partners upgrades Tribeca Australian Smaller Companies Fund to ‘Recommended’

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The Tribeca Australian Smaller Companies Fund has been upgraded to ‘Recommended’ rating from research house Zenith Investment Partners.  The fund, managed by Sydney-based Tribeca Investment Partners and distributed by GSFM,... Read more continue reading

DNR Capital Australian Emerging Companies Fund upgraded to ‘Highly Recommended’ by Zenith

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Leading investment research house Zenith Investment Partners has assigned a ‘Highly Recommended’ rating to DNR Capital’s Australian Emerging Companies Fund, describing it as a “highly attractive investment option within the... Read more continue reading

2022 Adviser and Advice Technology Report – Falling adviser numbers and a move to an IFA driven marketplace is fuelling innovation by tech providers

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Leading research firm Investment Trends has released its 2022 Adviser and Advice Technology Report, the most comprehensive study of Advice Tech Providers in Australia. The benchmark survey of five ‘end-to-end’... Read more continue reading

RAM Australian Credit Fund rated ‘Superior’ by SQM Research

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Real Asset Management (RAM) Australia Has announced that its Credit Fund has received a ‘Superior’ four-star rating by SQM Research, making it suitable for inclusion on most Approved Product Lists... Read more continue reading

2022 Platform Benchmarking and Competitive Analysis Report: Platforms have this year explicitly focused on cybersecurity

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Leading research firm Investment Trends has released its 2022 Platform Benchmarking and Competitive Analysis Report, now in its 19th year. For overall platform functionality ranking, HUB24 just edged out Netwealth to reclaim the top... Read more continue reading

Zenith approves Federation Alternative Investments II (F2)

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Leading investment research house Zenith Investment Partners has awarded Federation Asset Management’s private equity fund, Federation Alternative Investments II, an ‘approved’ rating, citing the high calibre and extensive experience of the... Read more continue reading