MORNINGSTAR

Funds management

In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...

Funds management

Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...

Financial planning

All the trouble Perpetual Investments went to set up its Dublin-based international share fund looks to be paying off, with three Australian research houses slapping a st...

People & Products

The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...

Financial planning

Colonial First State’s in-house funds management arm suffered another blow today with both of its small caps funds downgraded to a ‘hold’ rating by research house Morning...

Financial planning

MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....

Financial planning

The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...

Financial planning

Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....

Superannuation

Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...

Financial planning

Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...

Financial planning

Deutsche Asset Management’s Global Select Equity and Global Bond funds have been hit with multiple ‘hold’ recommendations due to management changes resulting from the sal...

Financial planning

Mercer Global Investments added three diversified and four sector funds to its investment products range, taking a more aggressive approach to achieving returns whilst re...

Financial planning

New York based global banking and insurance giant Citigroup has sold the majority of its asset management business to US-based asset manager Legg Mason for approximately ...

Financial planning

Customers of Virgin Superannuation will only have to pay a flat fee of 1 per cent a year, but their money will not be actively managed....

Financial planning

452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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 2 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