16 March 2010 | Matrix Planning Solutions has replaced van Eyk Research with Morningstar, while rounding out its Approved Product List with ETFs.
15 February 2010 | Intech is to be renamed 'Ibbotson Associates, a Morningstar Company', according to Morningstar Australasia.
3 February 2010 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.
29 January 2010 | Andrew Bird to leave the research house in March.
20 January 2010 | A Morningstar report into the performance of managed funds has revealed the extent of the failure of global equities funds to provide returns to investors over the past five years while confirming the superior performance of the domestic equities market.
4 December 2009 | Morningstar withdraws recommendation for AMP Capital Total Return strategy.
9 November 2009 | Morningstar has given a scathing assessment of AMP Capital Investors' Australian equities fund following the departure of one of the group's analysts on the same day the group announced a "research platform" for its Asia Pacific equities operations.
2 November 2009 | Morningstar has placed a 'hold' recommendation on Souls Funds Management products following the announcement of the impending resignation of lead portfolio manager Frank Villante.
21 October 2009 | Short-term returns are not compelling for investors, while volatility remains key issue to consider when investing in small cap funds.
7 October 2009 | Investors must fully understand explosive nature of funds focusing on risky areas of emerging markets.
10 September 2009 | Positive market movements responsible for performance of funds.
28 August 2009 | The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients.
28 August 2009 | The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table.
21 August 2009 | Will lead fund manager review process and manage model portfolios and client relationships.
4 August 2009 | Active management did more harm than good in 2008 and its long-term performance is also questionable.
3 July 2009 | Some researchers have expressed concern over a request from the Australian Securities and Investments Commission that planners send samples of product research used to formulate client advice samples.
1 July 2009 | Former Morningstar head of research to assume Intech managing director role following completion of acquisition.
18 June 2009 | Investors should not make changes to portfolio following BlackRock's acquisition of BGI - Morningstar.
15 June 2009 | Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports.
2 June 2009 | IOOF's acquisition of Skandia sees Intech sold to Morningstar.
19 May 2009 | A Morningstar study of best practice in funds management has produced unflattering marks for Australia and New Zealand.
24 April 2009 | The APN Property Income Fund outpaced index by over 8 per cent for first the quarter of 2009, but was not subject to the full valuation process of its counterparts.
20 April 2009 | Short-term liquidity is still an issue and investors must realise that mortgage funds are more suitable for long-term investment.
10:02 AM | Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-establish investor confidence.
16 April 2009 | BT Wholesale Imputation Fund brokerage dropped by 0.5 per cent.