MORNINGSTAR

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...

Financial planning

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

Top 100

Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...

Financial planning

Platinum International Brands global share fund was the best performing managed fund in the June quarter - one of the very few that achieved a positive return....

Funds management

The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....

Financial planning

Amid falling expense ratios and growing competition, delegates at the Morningstar Investment Conference questioned the viability of some ETF products and the logic of inv...

Superannuation

Retirement experts discussed the various income strategies available to retirees at a recent Morningstar conference in Chicago. Josh Charlson reports....

Editorial

Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...

Financial planning

Vanguard chairman and chief executive William McNabb has argued that simplicity, transparency and candour are the keys to regaining investors' trust....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 23 hours ago