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MORNINGSTAR
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....
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...
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. ...
People & Products
Former Shadforth Tasmania head, James Louw has returned to Morningstar as the director of institutional business development....
Funds management
A Morningstar report on sustainable investing showed it was classed as ‘socially conscious’ and had no negative effect on overall investment performance....
Rate the raters
Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....
Funds management
The median Australian share manager fell 1.2 per cent for the month of August, according to Morningstar....
Funds management
Australia’s strategic beta ETP market saw continuous growth both in its assets and number of products, according to Morningstar’s study....
Funds management
AXA IM’s smart beta equity ESG fund has received multiple research house accolades, while it outperformed against its benchmark. ...
Funds management
Australian share fund managers posted strong results in July, ahead of the S&P/ASX300 index, according to Morningstar....
Rate the raters
Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...
Funds management
Boutique Australian equities fund manager, Greencape Capital, has received two highly recommended ratings for its high conviction and broadcap funds. ...
Funds management
Morningstar launched a global risk model with 36 factors to help investors analyse stocks and equity portfolios and make more informed investment decisions....
Funds management
Morningstar has issued a gold award to PIMCO, 15 silver and 14 bronze to Australian and global fixed income funds. ...
Funds management
CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...
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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,...