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MORNINGSTAR
Funds management
Investors need to maintain a total return perspective when allocating to global listed infrastructure strategies, Morningstar's latest sector review found....
Financial planning
AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....
Superannuation
Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
People & Products
To help build its Australian sales and client relationship capabilities, Morningstar has appointed two business development managers....
Financial planning
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
Editorial
Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....
Editorial
The increasing acceptance of managed futures is welcome news, but Dominic McCormick believes retail investors should know what to expect....
Funds management
Growth funds were down over the second quarter of 2012 while income-focused options fared better, according to Morningstar's latest managed fund performance report....
Funds management
Financial advisers should rethink the benefits of value-style share funds as active management falls across the Australian large-cap share funds sector, according to Morn...
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
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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,...