MORNINGSTAR

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...

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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....

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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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Financial planning

Former Morgan Stanley portfolio manager will launch a new investment management company to run fund....

Financial planning

Research house Mercer will assist the AIOFP to establish its new research committee, which will provide investment research and construct an approved product list for the...

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Financial planning

IOOF's acquisition of Skandia sees Intech sold to Morningstar....

Financial planning

A Morningstar study of best practice in funds management has produced unflattering marks for Australia and New Zealand....

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Funds management

The APN Property Income Fund outpaced index by over 8 per cent for first the quarter of 2009, but was not subject to the full valuation process of its counterparts....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago