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MORNINGSTAR
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...
Editorial
The research market has been a busy area of financial services over the last 12 months particularly as a market of five players – IWL, Assirt, Morningstar, Lonsec and van...
Financial planning
The legal battle between Graham Rich and Morningstar Australia and Morningstar Incorporated lurched ahead last week after the Federal Court gave directions that the two s...
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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...