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MORNINGSTAR
Financial planning
Standard & Poor’s (S&P) has completed the sale of its mutual fund data business to Morningstar and will now license the data back for use in its research and ratings serv...
Financial planning
Standard & Poor’s has entered into an agreement to sell the managed funds data arm of its operations to Morningstar for US$55 million....
Financial planning
Funds investing in local and global property securities and blend-style share funds were the dominant players among Australian managed funds launched during the past 12 m...
Financial planning
One of the better performing investment strategies employed by superannuation funds in 2006 were multi-sector options with high weightings to local shares, according to r...
Financial planning
Vanguard is continuing its push into Asia, with South Korea next in its sights....
Policy & Regulation
Vanguard Investments Australia has warned investors to be wary about the tax implications of high portfolio turnover in regard to the net returns they are expecting to re...
Editorial
More and more planners chasing consistent returns are happy to blend indexed and non-indexed product. Why? Because it all comes back to the view that out performance invo...
Superannuation
Self-managed super fund (SMSF) trustees are matching fund managers for investment performance, according to a survey by SMSF provider Multiport....
Financial planning
International research and ratings house Morningstar has acquired Aspect Huntley....
Financial planning
Two Gottex funds managed by Select Asset Management have been awarded a ‘highly recommended’ rating in a Morningstar survey of funds of hedge funds....
Funds management
Merrill Lynch Investment Management has recruited two senior analysts from Goldman Sachs JB Were, weeks after losing three of its Australian equities portfolio managers t...
Funds management
The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...