Advice and stockbroking firm, Bell Potter Securities, plans to take advantage of Morningstar’s real-time data feed to provide new opportunities for clients. ...
Advisers are set to gain access to new research that will enable them to make investments based on funds’ handling of ESG risks. ...
New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....
Global share strategies beat their Australian counterparts on average, with the median manager returning 12.7 per cent on an unhedged basis....
Australian share fund managers faced a tough November, with results ranging between 3.9 and -10.2 per cent....
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...
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....
Morningstar recruits JP Morgan’s Carolyn Holmes as director of equity research for Australia and New Zealand....
Both superannuation and institutional sectors found August a tough month thanks to all asset classes generating negative returns, according to Morningstar....
Morningstar Australia will provide access to the equities selection tools it uses to build its separately managed accounts, offering them to advisers and brokers....
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 funds have posted strong returns for the second consecutive year with retail funds continuing to perform on par or above industry funds....
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....
The median Australian equity manager and super fund both posted negative returns for June but finished the financial year in the black....
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...
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...