POWERED BY MOMENTUM MEDIA
MORNINGSTAR
Editorial
The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....
Funds management
A closer look at the seemingly strong growth of the Australian managed fund sector reveals weak flows across most major sectors, report says....
Editorial
Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Funds management
The domestic Exchange Traded Fund (ETF) sector has grown rapidly in the last quarter, thanks to a spike in the Australian stock market, Morningstar has revealed. ...
Editorial
With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...
Editorial
The Asian equities market is vulnerable to US quantitative easing in the short term, but the market itself is very diverse and the longer-term outlook stronger. ...
Editorial
As the boom in the Australian economy recedes, investors from this country are beginning to look at rising Asian equities as a strategy to boost returns – but a sense of ...
Financial planning
Morningstar analysis paints the big four banks as being an oligopoly which is stronger now than before the GFC....
Editorial
Investing in hedge funds is one of the more polarising topics in the investment world. There are strongly-held views at each end of the spectrum, with little in-between, ...
People & Products
Former Standard and Poor’s executive managing director Tom Schiller has joined independent research agency Morningstar as it looks to expand its Asia-Pacific presence. ...
Editorial
Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...
Funds management
With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...
Rate the raters
Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...