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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....
Rate the raters
The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...
Financial planning
Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....
Financial planning
Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...
Financial planning
Morningstar has issued an 'avoid' rating to a fund that returned 120 per cent last year, reinforcing its message that past performance is no guarantee of future success....
Financial planning
The managing director of Professional Investment Services (PIS) has questioned the role and value of investment research in light of recent failures in the agribusiness m...
Financial planning
A warning has been issued about the use of the core/satellite investment strategy, with some advisers using satellite investments as the 'gambling' portion of a portfolio...
People & Products
Morningstar has announced the appointment of two researchers to its Australian managed funds research team....
Financial planning
Morningstar has completed research on the fixed interest sector and new ratings, which include five ratings upgrades as well as two downgrades....
Financial planning
Morningstar Australasia has entered into a definitive agreement to acquire Aegis Equities Research from Aegis Equities Holdings....
Financial planning
Investment research houses play a significant role in influencing the investment decisions of financial advisers, but are they held accountable for their recommendations?...
Financial planning
Matrix Planning Solutions has replaced van Eyk Research with Morningstar, while rounding out its Approved Product List with ETFs....
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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...