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MORNINGSTAR
People & Products
Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....
Funds management
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Funds management
Morningstar research has seen inflows to sustainable funds fall by 91 per cent in the past quarter, with passive giant Vanguard reporting rare net outflows after the firm...
People & Products
Elston Asset Management has announced the appointment of Clint Abraham as its new investment specialist....
Financial planning
The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles. ...
Funds management
Despite exchange traded funds’ (ETFs) increasing popularity amongst retail investors, assets witnessed slower growth compared to 2021, growing 4.9% in 2022....
Financial planning
Praemium has detailed the reasons why it decided to exit its International business, which was sold to Morningstar in June for $62 million....
Financial planning
The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...
Financial planning
Praemium has posted a 43% jump in its funds under advice in its half yearly earnings results while reporting a net loss after tax of $2.6 million....
Funds management
The listed investment company space could be a “holy grail” for investors who are increasingly seeking exposure to illiquid alternative assets such as infrastructure and ...
Funds management
Praemium has sold its international operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar for $65.1 million....
Rate the raters
Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
People & Products
Eleanor Cheng, former Morningstar risk director, has joined the investment consulting firm as a consultant....
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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...