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MORNINGSTAR
Funds management
Flows into Australasian sustainable funds have moved back into outflow territory in the second quarter of 2025 driven by US$400 million in redemptions from passive funds....
Funds management
The merger with L1 Capital will “inject new life” into Platinum, Morningstar believes, but is unlikely to boost Platinum’s declining funds under management. ...
Funds management
Two active fund managers have outshone rivals to report double-digit share price growth of more than 40 per cent for FY25, but another has lost more than 50 per cent. ...
Funds management
Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best p...
Financial planning
Morningstar behavioural scientist Ryan Murphy has shared the top annoyances held by clients towards their financial advisers and how it could impact their ongoing relatio...
Financial planning
The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...
Financial planning
Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....
Funds management
Two private market managers have shared how they aim to ensure their funds can meet their liquidity terms, reassuring advisers who are cautious about redemptions....
Financial planning
As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to ...
Funds management
A potential deal between Platinum Asset Management and L1 Capital may unlock cross-selling benefits but will be unlikely to reverse structural challenges facing active ma...
Funds management
Five Australasian sustainable funds closed in the last quarter, according to Morningstar, while 39 per cent of all strategies saw outflows during the period....
Funds management
The latest Morningstar asset manager survey believes ETF providers are likely to retain the market share they have gained from active managers. ...
Funds management
Platinum Asset Management has seen outflows moderate during March, down 15 per cent from the previous month when it announced two major investment team changes....
Funds management
Boutique investment consulting and research house Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business....
Financial planning
The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...
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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...