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MORNINGSTAR
Funds management
ETFs touted as assisting advisers pursuing an active management approach....
Funds management
A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...
Financial planning
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Editorial
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Financial planning
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
Financial planning
Alternative investment strategies remain expensive with poorly designed performance fee structures, according to the latest Morningstar sector wrap....
Financial planning
Ratings house Standard & Poor's has lost its managing director of fund services, Mark Hoven....
Editorial
This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...
Financial planning
A stagnant investment environment has stifled the oxygen of start-up capital and inflows for new investment businesses over the past year, particularly those wanting to s...
People & Products
Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
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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,...