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Financial planning
Australian managed funds on average failed to outperform their respective indices in the December quarter in every major category except small companies funds, according ...
Financial planning
Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....
Financial planning
You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...
Financial planning
Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Financial planning
Large-cap Australian share funds are among the least active in the world when compared to other single-country and international share funds....
Financial planning
In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...
Editorial
In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...
Financial planning
Major considerations for investors in Asia are the same as for any asset class - risk and return. In Asia though, the potential returns and risks can be very different fr...
Financial planning
Growth assets continued their decline in the third quarter, with three out of five large cap managers underperforming the already dismal returns of the index, according t...
Editorial
Given the dichotomy between high growth emerging markets and low-growth developed markets, should all portfolios be 'overweight' to emerging market equities? If so, overw...
Editorial
This month PortfolioConstruction Forum asked the research houses: Given the dichotomy between high growth emerging markets and low-growth developed markets, should all po...
Financial planning
Global small cap funds can provide significant diversification benefits to a balanced portfolio, but the strategy's inherent volatility can make more conservative investo...
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Financial planning
Morningstar has taken a cautious view of fully hedged international share funds in its International Equities Sector Wrap-up, with only two of the 49 strategies given the...
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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...