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Financial planning
Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....
Financial planning
Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...
Financial planning
New Zealand equities, bonds and property are looking like attractive investments over the coming year, a Morningstar roundtable has found....
Financial planning
Morningstar Australia will soon be on the web. The front end of its “moms and pops” site will go live in March while its on-line offering to advisers will be avail-able l...
Funds management
Funds investing in emerging markets and Asia proved to be the big winners in 1999, ac-cording to the latest Morningstar research. The Morningstar survey of New Zealand ba...
Funds management
Funds investing in emerging markets and Asia proved to be the big winners in 1999, ac-cording to the latest Morningstar research....
Financial planning
High profile industry figure Toby Potter is to leave Ausmaq in late January to be-gin work with research house Morningstar....
Financial planning
High profile industry figure Toby Potter is to leave Ausmaq in late January to be-gin work with research house Morningstar....
Financial planning
The New Zealand branch of Colonial First State Investment Managers (CFSNZ) has been rated a “very good” quality organisation by Morningstar and given four stars in the re...
Financial planning
The Commonwealth Bank has pipped BT to become the largest retail fund man-ager in Australia, according to Morningstar....
Financial planning
Inflows into the Lend Lease subsidiary MLC almost halved in the past three months, pushing the group off the top spot in the Assirt retail inflow survey....
Financial planning
Morningstar has vowed to fight ASSIRT’s launch of a star ratings system for managed funds....
Financial planning
ASSIRT has made an aggressive play in the research market with the introduction of star ratings for managed funds....
Financial planning
New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
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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...