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MORNINGSTAR
Financial planning
InvestorWeb is to introduce a six star rating system for managed funds early next month....
Financial planning
Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...
Financial planning
BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....
Financial planning
It is business as usual at Morningstar’s Australian operations following the restructure of the group’s US business....
Financial planning
Morningstar has brought in its original founder, Joe Mansueto, to replace Don Phillips as chief executive of the US-based business....
Financial planning
Zurich Investment Management has been given a three star rating in its first qualitative rating by Morningstar....
Financial planning
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
Financial planning
The board and staff of County Investment Management (CIM) are disturbed by Kate Kachor’s article in the October 12 edition of Money Management....
Financial planning
The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....
Financial planning
Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...
Funds management
The National’s funds management arms have felt the analytical sting of Morning-star with the ratings of County Investment Management being dropped to two stars and the Na...
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund man-ager’s Morningstar overall rating to three stars....
Financial planning
The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....
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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...