MORNINGSTAR
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....
Policy & Regulation
Vanguard Investments Australia has warned investors to be wary about the tax implications of high portfolio turnover in regard to the net returns they are expecting to re...
Editorial
More and more planners chasing consistent returns are happy to blend indexed and non-indexed product. Why? Because it all comes back to the view that out performance invo...
Superannuation
Self-managed super fund (SMSF) trustees are matching fund managers for investment performance, according to a survey by SMSF provider Multiport....
Financial planning
International research and ratings house Morningstar has acquired Aspect Huntley....
Never miss the latest news and developments in wealth management industry
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...