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MORNINGSTAR
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...
Rate the raters
Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...
Funds management
Research house claims the departure of PIMCO’s Bill Gross not a cause for alarm with PIMCO funds offered in Australia still regarded as high quality....
Australian super funds have started the new financial year on a positive note, with the median growth fund returning 0.8 per cent....
Funds management
Regulatory changes to the Corporations Act intended to drive up the retail corporate bond market will not make a huge difference, according to industry insiders....
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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...