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MORNINGSTAR
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....
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
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....
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...
Funds management
Morningstar has expanded its research coverage of exchange traded products by its manager research team....
Funds management
Australian share fund managers posted positive results in February, according to Morningstar....
Funds management
Mutual fund and exchange traded products (ETP) saw lower asset flows in 2016, according to Morningstar’s report....
People & Products
Capital Group has celebrated another positive rating for its New Perspective Fund from Morningstar, with an analyst rating of 'gold'....
Funds management
Australian share fund managers posted negative results over the first month of 2017, according to 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....
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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...