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MORNINGSTAR
Editorial
Morningstar's Kathryn Young discusses the pitfalls lurking in trailing returns data and the best ways an investor can use it in fund assessment....
Funds management
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....
Financial planning
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...
Financial planning
Madison Financial Group has selected Morningstar Australasia as its investment research provider....
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
Financial planning
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Privat...
Superannuation
Growth funds are driving positive returns for Australian superannuation funds, according to Morningstar's interim Superannuation Survey to 30 April 2012....
Funds management
Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....
Funds management
The Schroder Real Return Fund has taken out this year’s Asset Allocator of the Year award as part of the 2012 Money Management/Lonsec Fund Manager of the Year awards....
Funds management
Panellists at Morningstar's annual conference agreed the tailored advice model still needed a lot of work, but said strategic asset allocation offered some compromises in...
Editorial
With term deposit rates still on a relative high and the annuities which help fund investors’ years in retirement, why should one bother with fixed interest? Tim Wong ans...
Funds management
Almost all major managed fund categories reviewed by Morningstar leapt ahead in the first quarter of 2012, with small companies funds the standout....
Financial planning
Morningstar has cut its tactical asset allocation to Australian equities from 24 to 22 per cent following the results of its latest expert asset allocation panel review....
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
Funds management
Morningstar has released its Sector Wrap-Up for small-caps, awarding just one of 35 strategies its highest accolade while reinforcing the need for fund managers to incorp...
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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,...