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Morningstar

TMT

Tech Review: Adaptability at Raymond James

This week we look at two firms associated with Raymond James; Yellowtail Financial Planning and Stockdale Asset Management.

clock 04 March 2010 •

ETFs

The ballad of little "i"

Scott Burns of Morningstar looks at the role of interest rates (little "i") in the investment universe

clock 01 March 2010 •

Offshore Investment

BlackRock reduces offshore fund fees

BlackRock has reduced the annual management charge on the retail share classes of six Luxembourg-listed funds by 25 basis points.

clock 18 December 2009 •

Managed

Active vs Passive management

Jonathan Willcocks, managing director global sales at M&G and Nick Blake, head of retail sales at Vanguard Investments UK, square off.

clock 10 December 2009 •

ETFs

Actively managed ETFs and REITs revisited

Scott Burns, director of exchange traded securities analysis at Morningstar, discusses active management combined with ETFs and investing in REITs

clock 04 December 2009 •

ETFs

Claymore closes four funds

Claymore Securities will close and liquidate four of its ETFs, with the last day of trading on December 11.

clock 30 November 2009 •

Technology

Tech review: Morningstar's Adviser Workstation

Mark Loosmore of technology consultancy AT8 Group wraps up his reviews of the best investment tools available to IFAs.

clock 22 October 2009 •

Investment

We don't need pensions advice - consumers

More than six in ten consumers feel they have a sufficient understanding of pensions to choose an appropriate plan for themselves, research suggests.

clock 11 September 2009 •

Investment General

Over half of savers have no long-term goal

More than half of savers have no long-term financial goals and risk losing motivation, a Morningstar poll reveals.

clock 09 September 2009 •

Wrap/platforms

Morningstar expands IFA portfolio service

Morningstar Associates Europe has added five fund portfolios to its Portfolio Selections service for advisers and their clients.

clock 01 September 2009 •
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