MORNINGSTAR
Funds management
Morningstar has launched a campaign to have asset managers take voluntary steps toward full portfolio disclosure....
Funds management
Morningstar has announced its gold, silver and bronze medallists for the Australian multisector category....
People & Products
Both Morningstar and Lonsec have now delivered the AB Managed Volatility Equities Fund a bronze rating, making it accessible to advisers....
Financial planning
Australian strategic beta ETP growth has outpaced the overall domestic ETP market, according to Morningstar....
Funds management
Cash ETFs experienced a plethora of products since the start of the year, but Morningstar warns that each product comes with its own nuance....
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
Superannuation
Regulations for intra-fund advice should be modified to enable mass recommendations to millions of super members on their retirement, perhaps even through carve-outs....
Financial planning
The discussion around CIPRs or the MyRetirement framework should focus on a ‘solution’ rather than ‘product’, while low-cost digital advice solutions should be a key com...
Funds management
Morningstar has expanded its research coverage of exchange traded products by its manager research team....
Funds management
Australian share fund managers posted positive results in February, according to Morningstar....
Funds management
Mutual fund and exchange traded products (ETP) saw lower asset flows in 2016, according to Morningstar’s report....
People & Products
Capital Group has celebrated another positive rating for its New Perspective Fund from Morningstar, with an analyst rating of 'gold'....
Funds management
Australian share fund managers posted negative results over the first month of 2017, according to Morningstar. ...
Financial planning
Advisers are struggling to communicate the value they are bringing to their clients, according to Morningstar’s new global chief executive, Kunal Kapoor....
Funds management
The head of Morningstar in the US has opposed Donald Trump’s issuing of a travel ban, stating the policy would have implications for the firm, investors, and the business...
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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...