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MORNINGSTAR
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...
Funds management
Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to incr...
Funds management
A specialist Australian asset manager has been recognised as one of just eight firms globally to be classed as an ESG leader by Morningstar....
Funds management
Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global ...
People & Products
The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...
Funds management
International research firm Morningstar has fallen foul of ASIC’s greenwashing rules after allegedly making investments into nuclear weapons despite its ESG policy....
Financial planning
ESG and responsible investing is yet another sector set to benefit from opportunities offered by artificial intelligence, says an associate director, but it also brings i...
Funds management
Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....
People & Products
Morningstar has hired former Adviser Ratings chief executive, Mark Hoven, to drive the firm’s expansion in the superannuation and retirement space....
Funds management
Morningstar is confident that if Perpetual achieves strong fund performance, it will be able to recover its share price and reassure investors’ doubt over the Pendal merg...
Funds management
Some 11 Australian asset managers have been highlighted by Morningstar as receiving a low ranking for their ESG commitments, while one has received the highest score....
Financial planning
Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...
Funds management
Strong outflows from Vanguard for the second consecutive quarter have affected the assets in Australasian sustainable funds, which stood at $41 billion in the second quar...
Funds management
There is a one in two chance of a recession beginning in Australia in the next 12 months, according to Vanguard....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...