UBSTops Extel’s 2026 ANZ Equity Research Survey, Barrenjoey and J.P. Morgan close behind

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Extel (formerly Institutional Investor Research) has published the 2026 Australia and New Zealand Research Survey, with results reflecting independent feedback from 369 investors, portfolio managers and analysts across 201 firms.... Read more continue reading

Chant West confirms MLC Retirement Boost delivers highest lifetime income rates

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Chant West has confirmed that MLC Retirement BoostTM on MLC Expand delivers some of the highest income rates of lifetime products and has also rated it ‘Four Apples – Recommended’,... Read more continue reading

Contrarius Global Equity Fund’s ‘Recommended’ rating reaffirmed by Lonsec

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Lonsec has reaffirmed its ‘Recommended’ rating of the Contrarius Global Equity Fund (Australia Registered) – Retail Class. This rating signals that Lonsec has strong conviction that the product is well-positioned... Read more continue reading

National vacancy rate falls to 1.1%

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SQM Research has released its latest data on residential rental property vacancy rates. Australia’s national residential vacancy rate fell to 1.1% in February 2026, down from 1.2% in January and... Read more continue reading

Platforms lift the bar as adviser expectations surge; HUB24 retains leadership

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Investment Trends has released the 2025 Platform Competitive Analysis and Benchmarking Report, revealing a marked uplift in adviser expectations and intensifying competition across functionality, service and security. HUB24 retains the... Read more continue reading

Ten Cap Alpha Plus Fund Complex ETF receives ‘Recommended’ rating from Lonsec

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Lonsec has rated the Ten Cap Alpha Plus Fund Complex ETF ‘Recommended’, citing confidence in the ETF’s underlying investment process and portfolio management ownership. In its rating report Lonsec said... Read more continue reading

T. Rowe Price’s inaugural Global Retirement Survey finds one-third of savers expect to work in retirement

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T. Rowe Price, a global asset management firm and a leader in retirement, today announced the findings from its inaugural Global Retirement Savers Study, revealing that nearly 34% of retirement savers worldwide expect to work at least part-time after retiring. This expectation... Read more continue reading

8 years of top ratings: PAN-Tribal Global Equity Fund maintains Zenith’s highest honour

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We are extremely pleased to announce that the PAN-Tribal Global Equity Fund has once again maintained its prestigious Highly Recommended rating from Zenith Investment Partners (Zenith). The global equities market... Read more continue reading

Lonsec upgrades Pengana global private credit vehicle, and provides initial Recommended rating for wholesale private credit fund

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Two of Pengana Credit’s global private credit investment vehicles have been given a Recommended rating by Lonsec, while the company’s innovative online term accounts, TermPlus, have received an initial Investment... Read more continue reading

Advice confidence rebounds, but nearly 16 million Australians still miss out: Investment Trends 2025 Financial Advice Report

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Advice confidence rebounds, but nearly 16 million Australians still miss out and women are slightly more affected. Key points Confidence rebounds: Satisfaction and advocacy among advised Australians has risen over the... Read more continue reading