MORNINGSTAR

Funds management

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

image
Editorial

International experts have warned home bias could prove detrimental to Aussie investors, reports Janine Mace....

image
Editorial

With term deposit rates falling and bond yields at historic lows, investors are finally ready to listen. Janine Mace reports things are looking good for the Australian eq...

image
Editorial

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

image
Editorial

Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....

image
Editorial

With government balance sheets around the world in disarray and pressure to continue to build and upgrade infrastructure, the growth outlook for the sector is looking goo...

image
Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

image
Financial planning

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

image
Financial planning

New research has found that small shareholders have been dumping ASX300 holdings since before the GFC....

image
Funds management

In a particularly volatile market, only five alternative funds managed to produce a positive return in the past two years, according to Morningstar's latest sector wrap-u...

image
Editorial

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

image
Editorial

ETFs have been growing at a rapid pace in the last few years, but as Janine Mace writes, this might be due to their potential, rather than the recent and current achievem...

image
Editorial

Australian financial advisers haven’t exactly embraced ETFs, despite the sector growing in popularity each year. Janine Mace finds adviser education is vital....

image
Financial planning

Rubik Financial has renewed its data provision contract with Morningstar Australasia for another 12 months....

image
Funds management

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago