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MORNINGSTAR
Funds management
It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...
Funds management
Traditional active asset managers will have to “perform and adapt, or lose”, according to Morningstar, naming 10 firms that have seen the largest inflows and outflows in ...
Financial planning
Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....
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....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...