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MORNINGSTAR
Financial planning
The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...
Funds management
Perpetual CEO Bernard Reilly says there has been “extensive interest” in the firm’s wealth management division following the termination of the KKR deal with Morningstar ...
Funds management
The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...
Funds management
The departure of Gerald Stack from Magellan could lead to redemptions as high as $8 billion, according to Morningstar, given the majority of assets in his infrastructure ...
Funds management
Over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears, according to Morningstar data....
Funds management
Morningstar research of seven active Australian asset managers has found they are expected to see client redemptions averaging 3.1 per cent of their FUM per annum through...
Financial planning
With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...
Funds management
The average managed fund fee has declined by a third over the past 10 years, however InvestSMART’s analysis suggests this has not necessarily translated to them outperfor...
Financial planning
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...
Funds management
Research by Morningstar has found fixed income funds are bucking a general trend around managed fund fee dispersion with a smaller fee dispersion compared to equity ones....
Financial planning
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...
Funds management
The competitive position of active managers is weakening and they will be unable to compete with passive players unless they diversify their product range, according to M...
Funds management
Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous q...
People & Products
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff....
Financial planning
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...
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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...