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MORNINGSTAR
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....
Funds management
Morningstar to reclassify international equities fund at the completion of acquisition on April 30....
Financial planning
The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports,...
Financial planning
When it comes to fund manager performance in 2008-09, Amal Awad reports that the best-performing managers are those whose investment returns have plumbed lesser depths....
Editorial
The heads of two of Australia’s leading investment research houses have signalled a return to relevance for active investment managers....
Financial planning
Active management in a volatile market has the potential to deliver better returns after fees than index funds...
Financial planning
$38 billion lost in December 2008 quarter....
Editorial
The financial services industry largely failed to protect its clients through the market decline. A focus on robust market valuation and a willingness to adjust portfolio...
Funds management
GSJBW's property team changes affect rating....
Financial planning
Hassan Elmasry is leaving ‘big shoes to fill’....
Financial planning
Will replace fund with global equities strategy....
Financial planning
Renewed pressure to inject more flexibility into bank guarantee arrangements....
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MARKET INSIGHTS
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...