MORNINGSTAR

Financial planning

Australian strategic beta ETP growth has outpaced the overall domestic ETP market, according to Morningstar....

image
Funds management

Cash ETFs experienced a plethora of products since the start of the year, but Morningstar warns that each product comes with its own nuance....

image
Features

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....

image
Superannuation

Regulations for intra-fund advice should be modified to enable mass recommendations to millions of super members on their retirement, perhaps even through carve-outs....

image
Financial planning

The discussion around CIPRs or the MyRetirement framework should focus on a ‘solution’ rather than ‘product’, while low-cost digital advice solutions should be a key com...

image
Funds management

Morningstar has expanded its research coverage of exchange traded products by its manager research team....

image
Funds management

Australian share fund managers posted positive results in February, according to Morningstar....

image
Funds management

Mutual fund and exchange traded products (ETP) saw lower asset flows in 2016, according to Morningstar’s report....

image
People & Products

Capital Group has celebrated another positive rating for its New Perspective Fund from Morningstar, with an analyst rating of 'gold'....

image
Funds management

Australian share fund managers posted negative results over the first month of 2017, according to Morningstar. ...

image
Financial planning

Advisers are struggling to communicate the value they are bringing to their clients, according to Morningstar’s new global chief executive, Kunal Kapoor....

image
Funds management

The head of Morningstar in the US has opposed Donald Trump’s issuing of a travel ban, stating the policy would have implications for the firm, investors, and the business...

image
Funds management

Australian share fund managers saw positive results in December, although they were still behind the S&P/ASX 300 index, according to Morningstar's survey. ...

image
People & Products

Former Shadforth Tasmania head, James Louw has returned to Morningstar as the director of institutional business development....

image
Funds management

A Morningstar report on sustainable investing showed it was classed as ‘socially conscious’ and had no negative effect on overall investment performance....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago