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Financial planning
Robin Bowerman uses research conducted by Morningstar to argue the point that past performance is a poor guide to picking next year’s winners....
Financial planning
Planners angry over investment grade rating for Basis Capital....
Funds management
Multi-manager funds are not new products but they are creating a valuable investment option for clients who are getting worried about volatility in their portfolios. John...
Financial planning
AIOFP to exclude PI cover relating to certain investments....
Financial planning
Principal Global Investors’ aggressive expansion strategy in Australia has boosted its presence on financial planning dealer group approved product lists from 14 to 32 in...
Financial planning
Recent research commissioned by fund manager Vanguard Investments Australia has revealed that many of the managed funds in which people choose to place their money may be...
Financial planning
Australian fund managers have tipped their cap at research house, Lonsec, declaring them the research house they consider most influential....
Financial planning
Former head of IOOF retail funds management Jarrod Brown has landed a new post with research house Standard & Poor’s as its executive investment services....
Financial planning
Standard & Poor’s (S&P) has completed the sale of its mutual fund data business to Morningstar and will now license the data back for use in its research and ratings serv...
Financial planning
Standard & Poor’s has entered into an agreement to sell the managed funds data arm of its operations to Morningstar for US$55 million....
Financial planning
Funds investing in local and global property securities and blend-style share funds were the dominant players among Australian managed funds launched during the past 12 m...
Financial planning
One of the better performing investment strategies employed by superannuation funds in 2006 were multi-sector options with high weightings to local shares, according to r...
Financial planning
Vanguard is continuing its push into Asia, with South Korea next in its sights....
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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...