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MORNINGSTAR
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...
Financial planning
Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...
Financial planning
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...
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MARKET INSIGHTS
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...