MORNINGSTAR

Financial planning

Financial advisers working for banks have been criticised by the Banking Ombudsman for "overselling" their funds....

Financial planning

A meeting of the minds facilitated by Morningstar recently concluded that international sharemarkets offer the best growth opportunities for Australian investors in the n...

Financial planning

Morningstar Research has downgraded Rothschild Australia Asset Management (RAAM) from a four to a three star rating amid intense industry expectation of an announcement b...

Financial planning

Van Eyk Research has placed a hold on Rothschild Australian Asset Management’s (RAAM) International Equities fund, going against decisions earlier in the week by both Ass...

Financial planning

While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...

Financial planning

Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...

Financial planning

Morningstar research has today acted to deny speculation that it is set to abandon the publication of qualitative research in the wake of the departure of its Australian ...

Financial planning

Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...

Financial planning

Morningstar has today hit back at a report by asset consulting group Frank Russell which questioned the value of the research house’s ratings model for managed funds....

Financial planning

Morningstar Inc, the Chicago based parent of Morningstar Research, has confirmed that it will not be pursuing legal action against the Frank Russell Company over a report...

Financial planning

Graham Rich, the former chief executive officer and publisher of Morningstar Australia, says he is not devastated by the events in the Supreme Court on Friday and his ens...

Financial planning

Amid intense industry speculation on his future with Morningstar, chief executive and publisher Graham Rich has confirmed his immediate future with the research house....

Financial planning

Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...

Financial planning

Ruth Richardson, the chair of the board of Morningstar Research Pty Ltd, has stepped down from the position after failing to receive assurances from the US directors rega...

Editorial

When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
moneymanagement logo