MORNINGSTAR

Financial planning

Rubik Financial has renewed its data provision contract with Morningstar Australasia for another 12 months....

image
Funds management

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

image
Funds management

Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....

image
Financial planning

Morningstar has launched what it describes as a web-based research solution combining data on Australian and New Zealand listed companies – Morningstar DatAnalysis Premiu...

image
Financial planning

Morningstar investment management unit Ibbotson Associates Australia announced this week it had been selected by Netwealth to undertake manager selection and investment m...

image
Editorial

Can the slower pace of Chinese economic growth diminish the appeal of Asian equities for Australian investors?...

image
Editorial

How to best approach Asian equities? Janine Mace finds most experts recommend active investing, rather than taking whatever the index 'serves up'....

image
Funds management

Morningstar subsidiary Ibbotson Associates Australia will provide investment management, advice and consulting services for $5 billion of Netwealth funds....

image
Editorial

Morningstar's Tom Whitelaw outlines the differences between boutique and institutional fund managers with the aim of dispelling popular misconceptions....

image
Financial planning

Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....

image
Funds management

Performance volatility and concentration issues continue to plague the Australian real estate investment trusts (A-REITs) sector....

image
Financial planning

AMP has re-signed van Eyk to continue to provide access to its iRate platform to the group's financial planners....

image
Funds management

Investors need to maintain a total return perspective when allocating to global listed infrastructure strategies, Morningstar's latest sector review found....

image
Financial planning

AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....

image
Superannuation

Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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 5 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 3 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 1 day ago