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LONSEC
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Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...
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If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
Funds management
Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....
Financial planning
ETF specialist BetaShares announced this week that it had been awarded two further ‘Recommended Index' ratings from Lonsec....
Funds management
Following on from poor performance in 2011, emerging markets (EM) equities delivered strong returns over the 2012 calendar year, with the sector expected to grow in promi...
Funds management
Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Editorial
Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...
Funds management
The global infrastructure securities sector has largely recovered from the losses experienced during the global financial crisis, delivering equity-like returns with lowe...
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They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Editorial
Are we seeing a genuine move back into Australian equities driven by an exit from cash and cash-like investments, or are there other forces at play? A Money Management ro...
Editorial
Many financial planning clients remain decidedly cautious, with many clinging to cash and cash-like investments given the current market volatility. A Money Management ro...
Editorial
A boutique fund manager won this year’s Money Management/Lonsec Fund Manager of the Year award. Is this a reflection of the way the market is behaving and the nature of t...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...