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MORNINGSTAR
Financial planning
The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...
Financial planning
Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....
Superannuation
Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...
Financial planning
Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...
Financial planning
Deutsche Asset Management’s Global Select Equity and Global Bond funds have been hit with multiple ‘hold’ recommendations due to management changes resulting from the sal...
Financial planning
Mercer Global Investments added three diversified and four sector funds to its investment products range, taking a more aggressive approach to achieving returns whilst re...
Financial planning
New York based global banking and insurance giant Citigroup has sold the majority of its asset management business to US-based asset manager Legg Mason for approximately ...
Financial planning
Customers of Virgin Superannuation will only have to pay a flat fee of 1 per cent a year, but their money will not be actively managed....
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
Financial planning
Value-oriented fund managers perform best in a bear market, according to new Australian equities manager research from a major platform provider....
Financial planning
Morningstar has awarded its premier 'highly recommended' investment rating to five large cap Australian equities fund managers....
Policy & Regulation
A global database for dealer group research heads, and a tax liability management tool, are next on the agenda for Morningstar following yesterday’s release of its client...
Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
Financial planning
The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...
Financial planning
Former InvestorWeb executives Toby Potter and Paul Collins have turned up at Model Portfolios, a new administration service for individually managed accounts....
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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...