POWERED BY MOMENTUM MEDIA
MORNINGSTAR
Funds management
Morningstar subsidiary Ibbotson Associates Australia will provide investment management, advice and consulting services for $5 billion of Netwealth funds....
Editorial
Morningstar's Tom Whitelaw outlines the differences between boutique and institutional fund managers with the aim of dispelling popular misconceptions....
Financial planning
Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....
Funds management
Performance volatility and concentration issues continue to plague the Australian real estate investment trusts (A-REITs) sector....
Financial planning
AMP has re-signed van Eyk to continue to provide access to its iRate platform to the group's financial planners....
Funds management
Investors need to maintain a total return perspective when allocating to global listed infrastructure strategies, Morningstar's latest sector review found....
Financial planning
AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....
Superannuation
Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
People & Products
To help build its Australian sales and client relationship capabilities, Morningstar has appointed two business development managers....
Financial planning
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
Editorial
Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....
Editorial
The increasing acceptance of managed futures is welcome news, but Dominic McCormick believes retail investors should know what to expect....
Funds management
Growth funds were down over the second quarter of 2012 while income-focused options fared better, according to Morningstar's latest managed fund performance report....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...