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MORNINGSTAR
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...
Financial planning
Morningstar and actuarial and research firm, Plan For Life, have combined to generate what they are claiming to be a more complete picture of the retail funds sector....
Funds management
Morningstar has added its style box tool to Australian equities funds rated by the group as part of an ongoing rollout of the tool in the local market....
People & Products
Research house Morningstar has appointed ex-Assirt executive John Lozano as the head of technology for its Australian business....
Financial planning
Perpetual Investments has emerged as the strongest smaller companies fund manager in Morningstar’s new Australian Equities Smaller Companies qualitative sector strength r...
Funds management
Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
Morningstar has appointed former chief operating officer Scott Cooley as chief executive officer of its Australian and New Zealand businesses....
Financial planning
Geof Marsh has joined Morningstar as Australian national account executive, and will now be responsible for managing and developing the research house’s relationships wit...
Financial planning
Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...