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MORNINGSTAR
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...
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...
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MARKET INSIGHTS
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...