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MORNINGSTAR

Editorial

Retail advisers have traditionally shied away from alternative investments, but an upswing in the market could see them become a hot ticket option in 2014, particularly f...

Financial planning

Former Reserve Bank Governor, Ian Macfarlane will headline the Morningstar Investment Conference in Sydney on 15 May. ...

Funds management

Index funds benefit as investors look overseas amid concerns over bond fund returns....

People & Products

Investment researcher Morningstar’s current chief executive officer Anthony Serhan will now be managing director of research strategy, Asia-Pacific for Morningstar’s glob...

Financial planning

Morningstar has named current CEO Anthony Serhan as managing director of research strategy Asia-Pacific for Morningstar's global research group. ...

Editorial

It can seem that deficits outweigh the benefits when it comes to investing in emerging markets at present but, as Milana Pokrajac reports, while some of the emerging mark...

Financial planning

Former AMP Capital and Russell staffer Andrew Lill joins Morningstar’s Ibbotson as CIO, Asia-Pacific....

Funds management

Record growth in the ETF industry is not expected to dampen the appeal of the investment vehicle in 2014. ...

Funds management

Interim results of the Morningstar Australian Institutional Sector Survey show Australian shares finished the year on a positive note, with the S&P/ASX300 Index returning...

Editorial

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

Funds management

A closer look at the seemingly strong growth of the Australian managed fund sector reveals weak flows across most major sectors, report says....

Editorial

Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...

Editorial

This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

Editorial

Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...

Funds management

The domestic Exchange Traded Fund (ETF) sector has grown rapidly in the last quarter, thanks to a spike in the Australian stock market, Morningstar has revealed. ...

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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’...

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 9 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