MORNINGSTAR

Financial planning

Fledgling funds manager gains traction despite global financial crisis....

Financial planning

Some researchers have expressed concern over a request from the Australian Securities and Investments Commission that planners send samples of product research used to fo...

People & Products

Former Morningstar head of research to assume Intech managing director role following completion of acquisition....

Financial planning

Investors should not make changes to portfolio following BlackRock's acquisition of BGI - Morningstar....

Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

Financial planning

Former Morgan Stanley portfolio manager will launch a new investment management company to run fund....

Financial planning

Research house Mercer will assist the AIOFP to establish its new research committee, which will provide investment research and construct an approved product list for the...

Financial planning

IOOF's acquisition of Skandia sees Intech sold to Morningstar....

Financial planning

A Morningstar study of best practice in funds management has produced unflattering marks for Australia and New Zealand....

Funds management

The APN Property Income Fund outpaced index by over 8 per cent for first the quarter of 2009, but was not subject to the full valuation process of its counterparts....

Financial planning

Zenith Investment Partners has joined the ranks of other research houses recommending active management in the current turbulent environment....

Financial planning

Short-term liquidity is still an issue and investors must realise that mortgage funds are more suitable for long-term investment....

Funds management

Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-esta...

Financial planning

BT Wholesale Imputation Fund brokerage dropped by 0.5 per cent....

Financial planning

Fund's exposure to "higher-yielding but riskier sectors" such as construction and pre-developed land fed Morningstar's concerns....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 10 hours ago