Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
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....
Editorial
What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...
Editorial
PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Financial planning
Morningstar has added to its fund research team with the appointment of an associate analyst and the promotion of three team members....
Never miss the latest news and developments in wealth management industry
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...