MORNINGSTAR

Rate the raters

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

Superannuation

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

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 ...

Editorial

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

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 ...

Superannuation

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

Funds management

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

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...

People & Products

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

Financial planning

Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...

Editorial

Market conditions are driving a renewed interest in alternative investments, but a number of practical limitations may be limiting allocations in the retail space. Bela M...

Funds management

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

Editorial

International experts have warned home bias could prove detrimental to Aussie investors, reports Janine Mace....

Editorial

With term deposit rates falling and bond yields at historic lows, investors are finally ready to listen. Janine Mace reports things are looking good for the Australian eq...

Editorial

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 1 week ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 3 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago