MORNINGSTAR

Funds management

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

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Financial planning

Standard Life Investments has joined with John Hancock Investments to launch a new fund into the United States. ...

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Editorial

Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....

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Top 100

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

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Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

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Rate the raters

They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....

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Rate the raters

Money Management asked fund managers once again what they thought about the research houses which rate their products....

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Superannuation

Domestic growth assets recorded poor results in May this year, according to Morningstar's Australian Institutional Sector Survey....

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Editorial

Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...

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Editorial

Benchmark-unaware investing seems to be a winning philosophy. Kathryn Young explains where bonds stand. ...

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Editorial

Although they haven’t exactly broken out the champagne, life has become a lot easier for fund managers over the past 12 months. Janine Mace examines the implications for ...

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Superannuation

Consumer engagement will benefit industry funds as managers need to be given time to perform...

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Funds management

Investors give fund managers thumbs-up for costs, but look for greater disclosure at fund level. ...

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Editorial

As a result of RG79 section D, ‘Avoiding, controlling and disclosing conflicts of interest’, what has your firm changed, or what will it change, in terms of both its busi...

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People & Products

Morningstar Investment Management has promoted Ibbotson Associates Australia managing director and chief investment officer Daniel Needham to global chief investment offi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago