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MORNINGSTAR
Financial planning
How a rating house conducts its research has been a contentious issue for some time, but as Jason Spits writes, fund managers are still seeking an open and wide-ranging p...
Editorial
The research market has been a busy area of financial services over the last 12 months particularly as a market of five players – IWL, Assirt, Morningstar, Lonsec and van...
Financial planning
The legal battle between Graham Rich and Morningstar Australia and Morningstar Incorporated lurched ahead last week after the Federal Court gave directions that the two s...
People & Products
Morningstar Research is on the verge of naming a new associate director of research but has at the same time announced the redundancy of three research analysts from the ...
Financial planning
Research house Morningstar has downgraded BT Funds Management’s international equities capability following the much-publicised scandal involving its US-based management ...
Financial planning
Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....
People & Products
Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...
Rate the raters
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
Financial planning
The risks of chasing fund manager performance have been highlighted by the revelation in a new study that top-performing retail share funds one year invariably have lackl...
Financial planning
Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....
Financial planning
Research house Morningstar will expose what a fund really owns at stock level, rather than what the fund’s name or style label suggests with the release, at the end of th...
Financial planning
Morningstar will offer its proprietary Select Equity research on US stocks in the Australian market, allowing funds managers to test their in-house stock rankings and adv...
Financial planning
Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...
Financial planning
Morningstar has downgraded AMP’s overall manager rating from four to three stars, following a combination of downgrades to forward-looking qualitative ratings and declini...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...