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MORNINGSTAR
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....
Financial planning
The widely anticipated acquisition of St. George-owned Assirt Research by Standard and Poor’s was given a mixed reception by the market last week with opinions on the dea...
Financial planning
The Australian Securities and Investments Commission, for the first time ever, has released super fund performance data aimed at providing members with reasonable expecta...
Financial planning
Rival researchers have expressed an interest in buying out Assirt Research, as its St George Bank owner refuses to pour cold water on speculation it has put the business ...
Financial planning
A fourth option for advisers wanting exposure to offshore listed property trusts has emerged, with AMP Capital Investors launching a retail version of its Global Property...
Financial planning
The ongoing dispute between Morningstar and its former managing director, Graham Rich, has taken another twist, with Rich accusing the research group of making false and ...
Financial planning
A former tax agent, accountant and financial planner has been jailed for six-and-a-half years in the Western Australian District Court after being found guilty of tax fra...
Policy & Regulation
The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...
Financial planning
Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
Financial planning
Perpetual Investments’ move to kick-off its own international equities capabilities has raised investment management style issues with another research house today....
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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...