MORNINGSTAR

People & Products

Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...

Funds management

Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to incr...

Funds management

A specialist Australian asset manager has been recognised as one of just eight firms globally to be classed as an ESG leader by Morningstar....

Funds management

Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global ...

People & Products

The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...

Funds management

International research firm Morningstar has fallen foul of ASIC’s greenwashing rules after allegedly making investments into nuclear weapons despite its ESG policy....

Financial planning

ESG and responsible investing is yet another sector set to benefit from opportunities offered by artificial intelligence, says an associate director, but it also brings i...

Funds management

Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....

People & Products

Morningstar has hired former Adviser Ratings chief executive, Mark Hoven, to drive the firm’s expansion in the superannuation and retirement space....

Funds management

Morningstar is confident that if Perpetual achieves strong fund performance, it will be able to recover its share price and reassure investors’ doubt over the Pendal merg...

Funds management

Some 11 Australian asset managers have been highlighted by Morningstar as receiving a low ranking for their ESG commitments, while one has received the highest score....

Financial planning

Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...

Funds management

Strong outflows from Vanguard for the second consecutive quarter have affected the assets in Australasian sustainable funds, which stood at $41 billion in the second quar...

Funds management

There is a one in two chance of a recession beginning in Australia in the next 12 months, according to Vanguard....

People & Products

Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago