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MORNINGSTAR
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...
Editorial
Robert Keavney returns to the topic of hedge funds, and stands firm on his view that this asset class requires a higher level of wariness among advisers....
Rate the raters
After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....
Financial planning
Perennial Asia has received a five star rating from Morningstar for its wholesale IOOF/Perennial Asia Equities Trust....
Financial planning
Assirt Research has lost two more staff following the resignation of its head of data, Phil Waterfall and project manager and investment analyst, Tim Bowring....
Financial planning
Morningstar has snared a senior executive from competing firm Assirt Research as the group continues to restructure its web solutions division away from core development ...
Rate the raters
It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....
Top 100
Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....
Financial planning
Morningstar’s push into the area of investment consulting has drawn its first success with the Auswide master fund signing the managed funds research house to a three yea...
Funds management
Managed funds research house Morningstar is claiming managed funds are able to beat any given benchmark but few do so, due to a lack of manager skill....
Financial planning
How a rating house conducts its research has been a contentious issue for some time, but as Jason Spits writes, fund managers are still seeking an open and wide-ranging p...
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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...