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MORNINGSTAR
Rate the raters
For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of Money Management’s Ratings House of the Year 2015, writes Ni...
Superannuation
Superannuation funds have posted strong returns for the second consecutive year with retail funds continuing to perform on par or above industry funds....
Financial planning
Jamie Wickham has been appointed as Morningstar’s new head of product and client solutions, Asia-Pacific to drive product development and client solution activities....
Superannuation
The median Australian equity manager and super fund both posted negative returns for June but finished the financial year in the black....
Funds management
Earnings momentum, solid balance sheets, and growing dividends have given our major banks the support to deliver global sector-leading returns on equity, according to Mor...
As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...
Superannuation
As accountants look to move into the adviser space and attain licences to advise on self-managed super funds, Malavika Santhebennur looks at the challenges and opportunit...
Superannuation
There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....
Financial planning
Not one of the 13 alternative investment strategies most actively sold by financial advisers is worthy of a gold rating, ratings house, Morningstar believes....
Financial planning
Users of ‘robo-advice’ need to ask some basic questions of the online services including whether the operators have appropriate qualifications and experience in the inves...
Financial planning
Total Financial Solutions has signed an agreement with Ibbotson Associates to act as investment manager for its separately managed accounts and to provide investment cons...
Funds management
Retail clients lured by yield are buying unlisted bonds without considering the high risks and whether they suit their investment profile, according to Morningstar....
Funds management
Small cap managers should not be considered only on the size of their funds under management due to differing strategies in that sector of the market where stock values c...
Funds management
Active small cap fund managers have outperformed their index for the decade but are expected to find similar performance harder to replicate as the resources boom falls a...
Editorial
Mike Taylor questions whether research and ratings houses can be sustained and pursue growth as stand-alone businesses....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...