MORNINGSTAR

Financial planning

Morningstar has launched what it describes as a web-based research solution combining data on Australian and New Zealand listed companies – Morningstar DatAnalysis Premiu...

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Financial planning

Morningstar investment management unit Ibbotson Associates Australia announced this week it had been selected by Netwealth to undertake manager selection and investment m...

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Editorial

Can the slower pace of Chinese economic growth diminish the appeal of Asian equities for Australian investors?...

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Editorial

How to best approach Asian equities? Janine Mace finds most experts recommend active investing, rather than taking whatever the index 'serves up'....

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Funds management

Morningstar subsidiary Ibbotson Associates Australia will provide investment management, advice and consulting services for $5 billion of Netwealth funds....

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Editorial

Morningstar's Tom Whitelaw outlines the differences between boutique and institutional fund managers with the aim of dispelling popular misconceptions....

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Financial planning

Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....

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Funds management

Performance volatility and concentration issues continue to plague the Australian real estate investment trusts (A-REITs) sector....

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Financial planning

AMP has re-signed van Eyk to continue to provide access to its iRate platform to the group's financial planners....

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Funds management

Investors need to maintain a total return perspective when allocating to global listed infrastructure strategies, Morningstar's latest sector review found....

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Financial planning

AMP Financial Services has appointed Morningstar as its preferred partner for research consultancy services....

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Superannuation

Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....

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Rate the raters

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

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People & Products

To help build its Australian sales and client relationship capabilities, Morningstar has appointed two business development managers....

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Financial planning

Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago