MORNINGSTAR

Funds management

Australian share fund managers faced a tough November, with results ranging between 3.9 and -10.2 per cent....

Funds management

The median Australian share fund manager had a solid month in October, recording a 4.7 per cent increase, ahead of the S&P/ASX 300 index’s 4.4 per cent, according to Morn...

Superannuation

With growth assets generally struggling in September, median growth super funds recorded a fall of 1.1 per cent for the month, according to Morningstar....

People & Products

Morningstar recruits JP Morgan’s Carolyn Holmes as director of equity research for Australia and New Zealand....

Superannuation

Both superannuation and institutional sectors found August a tough month thanks to all asset classes generating negative returns, according to Morningstar....

Funds management

Morningstar Australia will provide access to the equities selection tools it uses to build its separately managed accounts, offering them to advisers and brokers....

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 11 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo