MORNINGSTAR
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...
Financial planning
Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...
Financial planning
Financial planners are increasingly recommending passive investments to their clients, but there is debate about the reasons behind the move away from active strategies....
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
Editorial
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Funds management
The fundamentals of Australian real estate investment trusts (AREITs) are much healthier in 2011 than they were in previous years, but not all investors should re-enter t...
Rate the raters
Some of the key players in the funds research sector have recently undergone major executive and ownership changes. Milana Pokrajac examines how much impact - if any - su...
Rate the raters
A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....
Rate the raters
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
Funds management
ETFs touted as assisting advisers pursuing an active management approach....
Funds management
A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...
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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...