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MORNINGSTAR
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...
Financial planning
With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...
Funds management
A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund ...
Funds management
Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, accord...
Funds management
Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accoun...
Funds management
Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....
Funds management
The shift from active managers to ETFs is likely to persist, according to Morningstar, and active firms are unlikely to be able to regain the lost market share....
Funds management
Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...
Financial planning
The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...
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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,...