MORNINGSTAR

Funds management

Investors must fully understand explosive nature of funds focusing on risky areas of emerging markets....

Editorial

Two recent research reports suggest active fund management has failed over the medium term to outperform the market. Robin Bowerman weighs in on the index versus active d...

Financial planning

MLC has entered into a strategic alliance with burgeoning research house Zenith Investment Partners in a move that will broaden the scope of MLC's research arm, ThreeSixt...

Financial planning

Positive market movements responsible for performance of funds....

Financial planning

Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...

People & Products

Will lead fund manager review process and manage model portfolios and client relationships....

Financial planning

Many eyes will be on the new management team of van Eyk Research in the coming months following the resignation of one of the group's founders, and leading investment thi...

Funds management

Active management did more harm than good in 2008 and its long-term performance is also questionable....

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days 13 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 3 days ago
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