MORNINGSTAR

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....

Funds management

The median Australian share fund manager was below par from the index return by 0.3 per cent over October, Morningstar Institutional Sector Survey showed....

Superannuation

Australian super funds’ median growth fund returned 1.4 per cent over October 2014, according to the Morningstar Australian Superannuation Survey. ...

Life/Risk

Investors are being encouraged to hold onto shares in property management business, GPT Group, following reports of improving occupancy rates in its office portfolio....

Editorial

Investing in stocks in Asia is not for the faint-hearted given the scope of the region and the range of investments on offer. However, as Jason Spits writes, accessing so...

Financial planning

Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...

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MARKET INSIGHTS

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

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

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

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BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

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