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MORNINGSTAR
Funds management
Fund managers have adopted a more cautious tone on credit as spreads have approached historic levels, according to Morningstar....
Funds management
Morningstar achieved five crown ratings for six of its 15 funds, FE’s second bi-annual Crown Rating reports. ...
Funds management
The latest FE Crown Ratings confirm that substance always defeats hype, with four of the six funds rated as having the most Crown Ratings in November, last year, continui...
Funds management
The number of new micro-cap strategies that were launched in 2017 was a ‘surprising theme’, according to Morningstar’s report....
Funds management
Australia’s exchange traded product industry grew by 39 per cent in 2017 to $35.4 billion, according to Morningstar....
Funds management
The Bennelong Concentrated Australian Equities Fund was ranked the number one Australian equities fund over three months, one, three and five years, according to Mornings...
Funds management
The median Australian share manager returned 1.6 per cent in November, which was slightly behind the S&P/ASX300 Index’s return of 1.7 per cent, according to Morningstar....
Funds management
Six Morningstar Investment Management funds have been awarded with Five Crown Ratings....
Rate the raters
After regaining the top spot in the first part of Money Management's 2017 Rate the Raters survey this year, Lonsec has again emerged as a clear winner in the eyes of the ...
Funds management
Morningstar has launched a campaign to have asset managers take voluntary steps toward full portfolio disclosure....
Funds management
Morningstar has announced its gold, silver and bronze medallists for the Australian multisector category....
People & Products
Both Morningstar and Lonsec have now delivered the AB Managed Volatility Equities Fund a bronze rating, making it accessible to advisers....
Financial planning
Australian strategic beta ETP growth has outpaced the overall domestic ETP market, according to Morningstar....
Funds management
Cash ETFs experienced a plethora of products since the start of the year, but Morningstar warns that each product comes with its own nuance....
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
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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...