MORNINGSTAR

Financial planning

Advice and stockbroking firm, Bell Potter Securities, plans to take advantage of Morningstar’s real-time data feed to provide new opportunities for clients. ...

Funds management

Advisers are set to gain access to new research that will enable them to make investments based on funds’ handling of ESG risks. ...

Funds management

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....

Funds management

Global share strategies beat their Australian counterparts on average, with the median manager returning 12.7 per cent on an unhedged basis....

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...

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