System introduces rating dispersion requirements
Appointment of senior mining analyst demonstrates firm’s commitment to research team
Advisors continue to rate equity research strongly; scores for mutual fund research improve
Launches Merrill Open Minds with seven alternative research providers
Three BMO analysts highlighted for top picks
Independent equity research provider extends reach
Mining research team grows to four analysts
Morningstar Canada says that DundeeWealth Management has selected Morningstar, Inc. as a third-party provider of equity research and ratings for its financial advisors.Approximately 550 DundeeWealth advisors will have access to Morningstar equity research on approximately 2,000 stocks across 130 industries worldwide.Morningstar’s independent equity research provides advisors with global coverage of stocks by more than 100 […]
BMO Capital Markets has expanded its research coverage of global metals and mining companies with the hiring of four equity analysts to be based in Toronto and London, England.BMO says the appointments create one of the world’s largest mining research teams, with a total of 23 research professionals.Senior analysts Tony Robson and David Haughton, formerly […]
A new study from Greenwich Associates finds that equity analysts at buy-side institutions appear to be ramping up their use of independent research, but institutions are not increasing the amount of commission dollars paid out to third-party research providers. Among the more than 1,000 buy-side equity analysts interviewed by Greenwich Associates as part of its […]