MORNINGSTAR

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...

Financial planning

PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...

Editorial

PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...

Financial planning

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

Financial planning

Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

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 1 week 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

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 6 days ago