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MORNINGSTAR
Financial planning
A stagnant investment environment has stifled the oxygen of start-up capital and inflows for new investment businesses over the past year, particularly those wanting to s...
People & Products
Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Editorial
With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...
Funds management
The outlook for Australian real estate investment trust (AREIT) funds has improved in Morningstar's latest review of the sector, with six funds upgraded and improved fund...
Editorial
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Funds management
Some of the more complex exchange-traded fund (ETF) structures starting to emerge in Australia are not as risky as the headlines might have us believe, according to Morni...
Financial planning
Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....
Funds management
Global listed property strategies are likely to pay income distributions from 30 June, 2011; however, the risks of a fluctuating currency remain, according to Morningstar...
Editorial
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
Editorial
PortfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Superannuation
The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....
Editorial
Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...
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MARKET INSIGHTS
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...