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MORNINGSTAR

Funds management

With active ETFs becoming the latest choice as fund managers target the retail audience, their high fees may be a detractor as research finds investors are shunning those...

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....

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