MORNINGSTAR
Funds management
US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...
Funds management
Strategic-beta exchange traded products saw growth of 64% in Australia in just one year to US$4.9 billion thanks to net new inflows of $1.3 billion in 2019....
Funds management
Responsible investment indices outperformed their non-responsible counterparts during the first quarter of the year, according to MSCI....
Rate the raters
Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...
Funds management
Every single Australian-domiciled ‘sustainable’ fund outperformed the ASX 200 over the three months to 31 March, 2020, putting the rest to theory that sustainable does no...
Funds management
The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...
People & Products
Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global....
Funds management
There is a dearth of ethical and sustainable products in the exchange traded fund (ETF) market with just nine new products launched in the past five years. ...
Financial planning
Announced a month ago, the acquisition is now completed with AdviserLogic chief executive Daniel Gara staying in his role....
Features
Although Lonsec has managed to retain its momentum and attracted the highest ratings from financial planners for the third year in a row, planners say it might be time to...
Financial planning
Australia’s investment fees and expenses is one of the best in the world, according to a report....
Funds management
Usage of locally-listed exchange traded funds in Australia remains low, accounting for only 2.5% of the $1.6 trillion in total assets under management. ...
Funds management
Australia has been voted as one of the most investor-friendly countries for investment fees and expenses, according to Morningstar. ...
Funds management
Clime Asset Management’s three funds have turned in stellar performances for 12 months to May, 2019, the firm said....
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While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that historic issues such as inexperienced staff and poor sector c...
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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...