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MORNINGSTAR
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...
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...
Editorial
Can the slower pace of Chinese economic growth diminish the appeal of Asian equities for Australian investors?...
Editorial
How to best approach Asian equities? Janine Mace finds most experts recommend active investing, rather than taking whatever the index 'serves up'....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...