MORNINGSTAR
People & Products
Morningstar has announced the appointment of two researchers to its Australian managed funds research team....
Financial planning
Morningstar has completed research on the fixed interest sector and new ratings, which include five ratings upgrades as well as two downgrades....
Financial planning
Morningstar Australasia has entered into a definitive agreement to acquire Aegis Equities Research from Aegis Equities Holdings....
Financial planning
Investment research houses play a significant role in influencing the investment decisions of financial advisers, but are they held accountable for their recommendations?...
Financial planning
Matrix Planning Solutions has replaced van Eyk Research with Morningstar, while rounding out its Approved Product List with ETFs....
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Funds management
Australian investors need to rethink their exposure to emerging markets, warns Morningstar....
Financial planning
Intech is to be renamed 'Ibbotson Associates, a Morningstar Company', according to Morningstar Australasia....
Financial planning
Andrew Bird to leave the research house in March....
Financial planning
Westpac Online Investing will offer market data, portfolio management, access to Aegis Research, Reuters newsfeeds and analysis from Morningstar....
Funds management
A Morningstar report into the performance of managed funds has revealed the extent of the failure of global equities funds to provide returns to investors over the past f...
Financial planning
Morningstar withdraws recommendation for AMP Capital Total Return strategy....
Funds management
Morningstar has given a scathing assessment of AMP Capital Investors' Australian equities fund following the departure of one of the group's analysts on the same day the ...
Financial planning
Morningstar has placed a 'hold' recommendation on Souls Funds Management products following the announcement of the impending resignation of lead portfolio manager Frank ...
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 ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...