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MORNINGSTAR
Financial planning
Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...
Financial planning
Short-term returns are not compelling for investors, while volatility remains key issue to consider when investing in small cap funds....
Funds management
Investors must fully understand explosive nature of funds focusing on risky areas of emerging markets....
Editorial
Two recent research reports suggest active fund management has failed over the medium term to outperform the market. Robin Bowerman weighs in on the index versus active d...
Financial planning
MLC has entered into a strategic alliance with burgeoning research house Zenith Investment Partners in a move that will broaden the scope of MLC's research arm, ThreeSixt...
Financial planning
Positive market movements responsible for performance of funds....
Financial planning
Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...
People & Products
Will lead fund manager review process and manage model portfolios and client relationships....
Financial planning
Many eyes will be on the new management team of van Eyk Research in the coming months following the resignation of one of the group's founders, and leading investment thi...
Funds management
Active management did more harm than good in 2008 and its long-term performance is also questionable....
Financial planning
Fledgling funds manager gains traction despite global financial crisis....
Financial planning
Some researchers have expressed concern over a request from the Australian Securities and Investments Commission that planners send samples of product research used to fo...
People & Products
Former Morningstar head of research to assume Intech managing director role following completion of acquisition....
Financial planning
Investors should not make changes to portfolio following BlackRock's acquisition of BGI - Morningstar....
Rate the raters
Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....
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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,...