MORNINGSTAR
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. ...
Rate the raters
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...
People & Products
The First Sentier Investors CFS Equity Income Fund Class A has received the Morningstar Analyst Rating of silver....
Funds management
Fund managers should avoid ignoring energy companies as they will be vital as Australia transitions to decarbonisation....
Funds management
Sustainable dividends, a non-benchmark approach to selecting companies, and stock-specific hedging can help manage risks while generating equity income, according to Merl...
Funds management
Demand for technology stocks, which have been at the centre of local and global investment scene for the most of the year, remains robust....
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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...