MORNINGSTAR

Financial planning

MELBOURNE-BASED financial planner Neville Krynauw cannot understand why the cost of platforms for advisers keeps rising when the technology costs keep falling....

Financial planning

Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...

Financial planning

HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...

Financial planning

Research house Morningstar today released a Business and Management Strenth (BMS) rating on AXA Australia, scoring the group with a mark of three representing a place in ...

Financial planning

A war of words has erupted within the financial services industry, pegging both fund managers and research house analysts together, over a controversial Australian univer...

Financial planning

MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....

Editorial

It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....

Financial planning

Morningstar’s recent business and management strength rating assessment of Advance Asset Management has placed significant question marks over the business’ ability to ma...

Financial planning

Research house Morningstar has rated Credit Suisse Asset Management Australia with an overall score of four in its latest report into the manager....

Financial planning

Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...

Financial planning

Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...

Financial planning

The former managing director of Morningstar Australia, Graham Rich, is preparing to head back into court in order to make a multi-million dollar claim of damages over his...

Financial planning

Employees of Morningstar’s Brisbane office are yet to agree to move with the business when the database operations groups is relocated to Sydney later this year....

Financial planning

Morningstar and Australian Skandia has added a style commentary to the Skandia Morningstar Global Style Box, to provide a greater understanding of a fund's investment sty...

Financial planning

Two ex-employees of major research houses, Angela Ashton and Amanda Crowley, have set up their own independent research group, Investment Research Solutions (IRS)....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 8 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 14 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 12 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 15 hours ago