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...

Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....

The increasing acceptance of managed futures is welcome news, but Dominic McCormick believes retail investors should know what to expect....

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....

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...

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...

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...

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...

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....

Morningstar's Kathryn Young discusses the pitfalls lurking in trailing returns data and the best ways an investor can use it in fund assessment....

Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....

One part of successful investing is to keep the costs of investing low. Marking 15 years since the establishment of Vanguard’s range of index funds for wholesale investor...

Madison Financial Group has selected Morningstar Australasia as its investment research provider....

Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...