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MORNINGSTAR
Financial planning
Praemium has detailed the reasons why it decided to exit its International business, which was sold to Morningstar in June for $62 million....
Financial planning
The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...
Financial planning
Praemium has posted a 43% jump in its funds under advice in its half yearly earnings results while reporting a net loss after tax of $2.6 million....
Funds management
The listed investment company space could be a “holy grail” for investors who are increasingly seeking exposure to illiquid alternative assets such as infrastructure and ...
Funds management
Praemium has sold its international operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar for $65.1 million....
Rate the raters
Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
People & Products
Eleanor Cheng, former Morningstar risk director, has joined the investment consulting firm as a consultant....
People & Products
Samantha Woodham from Morningstar and Jeremy Weber from Lonsec have been appointed to the firm’s distribution team....
Financial planning
Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...
People & Products
Andrew Whelan has been appointed to the newly-created role of chief distribution officer....
Funds management
Now is the best time to get into value investing as we are witnessing one of the greatest dislocations between value and growth, according to Morningstar....
Policy & Regulation
A new survey has revealed Australia as a global laggard on portfolio holdings disclosure with Morningstar delivering it a lowest-possible Australia has received a signifi...
Funds management
Morningstar has announced that it has begun a formal integration of the environment, social, governance factors into its analysis of stocks, fund and asset managers. ...
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MARKET INSIGHTS
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...