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Financial planning
International research and ratings house Morningstar has acquired Aspect Huntley....
Financial planning
Two Gottex funds managed by Select Asset Management have been awarded a ‘highly recommended’ rating in a Morningstar survey of funds of hedge funds....
Funds management
Merrill Lynch Investment Management has recruited two senior analysts from Goldman Sachs JB Were, weeks after losing three of its Australian equities portfolio managers t...
Funds management
The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...
Financial planning
Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....
Financial planning
Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...
Funds management
Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...
Funds management
Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...
Financial planning
Fewer than half of active fund managers that have beaten the benchmark in their investment category have achieved positive excess returns as a result of management skill ...
Funds management
While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....
Funds management
The relatively weak performance of large cap stocks and some poor decisions on individual stock selection have led researcher Morningstar to rate Macquarie’s internationa...
Financial planning
As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...
Funds management
Following the defection of Colonial First State’s global listed property team to Perennial, Morningstar has downgraded the CFS global property strategy to its lowest rati...
Funds management
Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....
Financial planning
Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....
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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...