MORNINGSTAR
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 ...
Financial planning
Vanguard and RARE strategies have outperformed their peers following a Morningstar sector wrap of seven global listed infrastructure funds....
People & Products
Former Morningstar researcher Zac Wallis has joined the Zurich key accounts team as a research relationship manager....
Financial planning
Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....
Financial planning
Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...
Financial planning
AMP Capital Investors will continue its sustainable funds strategy with Dr Ian Woods in the lead role, after Michael Anderson announced his departure last month....
Financial planning
Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...
Financial planning
Vague performance fee structures are making it hard for advisers and investors to compare funds....
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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...