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Financial planning
Investment managers say it's anyone's guess when consumer and investor sentiment will shift away from conservatism, writes Caroline Munro....
Financial planning
Morningstar US head argues investor experience can count for more than total returns when weighing fund performance....
Financial planning
Morningstar has picked up the research mandate for the Colonial First State (CFS) Advice Business at the expense of S&P....
Financial planning
Research houses may claim to be taking an important step towards greater transparency in the release of their performance statistics, but the depth of this information ha...
Financial planning
A new generation investment platform owned by Investorfirst, HUB24, has added 13 new non-unitised portfolios to its menu....
Funds management
An overwhelming majority of the total new Australian managed funds launched in 2010 were not new investment strategies, according to research house Morningstar....
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles' Fortn...
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles’...
Financial planning
Not all research houses are created equal, and even within the leading research houses there are areas of strength and weaknesses that must be accounted for....
Financial planning
Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....
Financial planning
Regulators have again been urged to intervene in the issue of fund promotion as some of Australia’s biggest fund managers and super funds continue to market product...
Financial planning
Morningstar has boosted its fund research team with the return of Mark Laidlaw from its London-based European fund research team....
Financial planning
Active managers across a range of sharemarket categories failed to beat their respective indexes in the last quarter....
Financial planning
Lack of consistency in fund name conventions remains a significant issue, with labels such as ‘balanced’ and ‘growth’ often meaning very different...
Editorial
With the debate between active and index funds continuing to gather momentum, Benjamin Levy examines the role of both strategies in a post GFC climate....
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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...