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MORNINGSTAR
Funds management
Financial advisers should rethink the benefits of value-style share funds as active management falls across the Australian large-cap share funds sector, according to Morn...
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
Editorial
Morningstar's Kathryn Young discusses the pitfalls lurking in trailing returns data and the best ways an investor can use it in fund assessment....
Funds management
Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....
Financial planning
One part of successful investing is to keep the costs of investing low. Marking 15 years since the establishment of Vanguard’s range of index funds for wholesale investor...
Financial planning
Madison Financial Group has selected Morningstar Australasia as its investment research provider....
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
Financial planning
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Privat...
Superannuation
Growth funds are driving positive returns for Australian superannuation funds, according to Morningstar's interim Superannuation Survey to 30 April 2012....
Funds management
Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....
Funds management
The Schroder Real Return Fund has taken out this year’s Asset Allocator of the Year award as part of the 2012 Money Management/Lonsec Fund Manager of the Year awards....
Funds management
Panellists at Morningstar's annual conference agreed the tailored advice model still needed a lot of work, but said strategic asset allocation offered some compromises in...
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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...