MORNINGSTAR

Financial planning

Morningstar has begun publishing qualitative analyst research on Australian-offered exchange-traded funds (ETFs)....

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

Financial planning

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

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Top 100

Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...

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Financial planning

Platinum International Brands global share fund was the best performing managed fund in the June quarter - one of the very few that achieved a positive return....

Funds management

The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....

Financial planning

Amid falling expense ratios and growing competition, delegates at the Morningstar Investment Conference questioned the viability of some ETF products and the logic of inv...

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Superannuation

Retirement experts discussed the various income strategies available to retirees at a recent Morningstar conference in Chicago. Josh Charlson reports....

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Editorial

Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...

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Financial planning

Vanguard chairman and chief executive William McNabb has argued that simplicity, transparency and candour are the keys to regaining investors' trust....

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Rate the raters

The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...

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Financial planning

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

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Financial planning

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

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Financial planning

Morningstar has issued an 'avoid' rating to a fund that returned 120 per cent last year, reinforcing its message that past performance is no guarantee of future success....

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Financial planning

The managing director of Professional Investment Services (PIS) has questioned the role and value of investment research in light of recent failures in the agribusiness m...

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