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’...
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....
Funds management
Research house Morningstar has placed the Fidelity Global Equities Fund 'on hold' following the company’s announcement about the departure of its portfolio manager,...
People & Products
Anthony Serhan appointed CEO of Morningstar's Australian and New Zealand operations....
Financial planning
Tarrants was not the only financial planning firm to recommend clients invest in the Astarra Strategic Fund, and those recommendations were made following sound due dilig...
Financial planning
Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...
Editorial
It is now clear that the failure of many fund managers to appropriately navigate the global financial crisis has caused many investors to question the ultimate value they...
Financial planning
Morningstar has begun publishing qualitative analyst research on Australian-offered exchange-traded funds (ETFs)....
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...
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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...