MORNINGSTAR
Financial planning
MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Financial planning
Morningstar’s recent business and management strength rating assessment of Advance Asset Management has placed significant question marks over the business’ ability to ma...
Financial planning
Research house Morningstar has rated Credit Suisse Asset Management Australia with an overall score of four in its latest report into the manager....
Financial planning
Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...
Financial planning
Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...
Financial planning
The former managing director of Morningstar Australia, Graham Rich, is preparing to head back into court in order to make a multi-million dollar claim of damages over his...
Financial planning
Employees of Morningstar’s Brisbane office are yet to agree to move with the business when the database operations groups is relocated to Sydney later this year....
Financial planning
Morningstar and Australian Skandia has added a style commentary to the Skandia Morningstar Global Style Box, to provide a greater understanding of a fund's investment sty...
Financial planning
Two ex-employees of major research houses, Angela Ashton and Amanda Crowley, have set up their own independent research group, Investment Research Solutions (IRS)....
Financial planning
The combined Commonwealth/Colonial and National Australia/MLC groups have confirmed their top positions as the largest Australian retail fund managers....
Editorial
Efficient market theory does work according to Kevin Bailey who writes that the problem actually lies in the advice and research clients receive....
Rate the raters
The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...
Financial planning
The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...
Financial planning
The combined Commonwealth Bank/Colonial and National Australia Bank/MLC groups have confirmed their top positions as the largest Australian retail fund managers. ...
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MARKET INSIGHTS
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...