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MORNINGSTAR
Financial planning
The Morningstar research house has given its tick of approval to Colonial First State’s decision to link up with 452 Capital, reconfirming Colonial as a five star manager...
Financial planning
Morningstar Inc managing director Don Phillips has stated the style of research undertaken by the Australian operation of Morningstar will not change and the group will r...
Financial planning
The Morningstar research house has announced sweeping changes to its rating of fund managers and their funds in Australia, less than one week after dismissing its head of...
Financial planning
The announcement that Barry Henderson will step away form his role as senior portfolio manager with the Colonial First State (CFS) Future Leaders Fund has resulted in fou...
Financial planning
AUSTRALIAN mortgage trusts are investing an increasing proportion of their funds in cash due to the current down market, meaning investors are being hit with lower than e...
Financial planning
Royal and SunAlliance Financial Services (RSAFS) is looking to increase its stake in the ever critical investment platform market with the launch of a new flagship wrap a...
Financial planning
Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...
Financial planning
THE long-standing legal dispute between Morningstar and its previous managing director Graham Rich may stall despite a court order for Morningstar to file a defence by Se...
Financial planning
THE Treasury Group has flatly denied speculation it will finance a new boutique fund management operation by the soon to depart senior portfolio manager at Perpetual, Pet...
Financial planning
IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...
Financial planning
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Financial planning
A new management team at Norwich Union’s funds management arm, Portfolio Partners, could help the fledgling group reverse the problem of rapidly outflowing funds, accordi...
Financial planning
Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...
Financial planning
IOOF Investment Manager and its subsidiary Perennial will need to make significant investments in growing staff numbers and infrastructure if they want to establish thems...
Financial planning
Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...
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MARKET INSIGHTS
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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...