POWERED BY MOMENTUM MEDIA
MORNINGSTAR
Funds management
A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund ...
Funds management
Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, accord...
Funds management
Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accoun...
Funds management
Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....
Funds management
The shift from active managers to ETFs is likely to persist, according to Morningstar, and active firms are unlikely to be able to regain the lost market share....
Funds management
Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...
Financial planning
The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...
Financial planning
There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, acc...
Funds management
Rather than gathering new clients and launching new products, the key focus of asset managers right now is to ensure their existing clients are top priority in a bid to p...
Funds management
Pinnacle remains a “standout” fund manager, according to Morningstar, amid a challenging backdrop for active asset management and the addition of a new global equities af...
Funds management
It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...
Funds management
Traditional active asset managers will have to “perform and adapt, or lose”, according to Morningstar, naming 10 firms that have seen the largest inflows and outflows in ...
Financial planning
Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....
Funds management
Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their ...
People & Products
Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...