MORNINGSTAR

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....

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...

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MARKET INSIGHTS

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6 months ago

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

6 months ago

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

8 months 1 week ago

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4 weeks ago

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