The competitive position of active managers is weakening and they will be unable to compete with passive players unless they diversify their product range, according to M...

Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous q...

Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff....

Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...

With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...

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 ...

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...

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...

Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....

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....

Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...

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...

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...

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...