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MORNINGSTAR
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....
Financial planning
MLC Investments is to terminate a number of funds within its MasterKey Unit early next year following on from the funds being closed to new business on August 20....
Financial planning
The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...
Financial planning
Morningstar and its former chief executive Graham Rich are one step closer to a potential courtroom showdown after the NSW Supreme Court rejected two claims by the resear...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
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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...