MORNINGSTAR

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....

Editorial

Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....

Editorial

With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...

Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

Financial planning

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

Financial planning

New research has found that small shareholders have been dumping ASX300 holdings since before the GFC....

Funds management

In a particularly volatile market, only five alternative funds managed to produce a positive return in the past two years, according to Morningstar's latest sector wrap-u...

Editorial

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

Editorial

ETFs have been growing at a rapid pace in the last few years, but as Janine Mace writes, this might be due to their potential, rather than the recent and current achievem...

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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’...

2 months ago

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

2 months 3 weeks ago

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

3 months ago

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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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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