Morningstar CEO urges greater engagement in shifting wealth landscape; Finalists unveiled at first-ever Australian Wealth Management Awards

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06 Mar 2024

Latest News Funds Management Morningstar CEO urges greater engagement in shifting wealth landscape 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 engagement efforts to help them. Read More People & Products Finalists unveiled at first-ever Australian Wealth Management Awards Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions. Read More Promoted Content US Treasuries: Blood on the Streets Investors know that the past three years have been bad for US government bonds. Financial Planning The smaller players shaking up financial planning software Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leaders, as advisers look for alternative options. Read More Financial Planning Which wealth platform saw the highest FUA growth in 1H24? Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24. Read More Financial Planning Adviser Ratings launches adviser PI offering Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improving trust in the industry. Read More People & Products Shadow government appoints financial services minister The shadow government has appointed a minister for financial services following the departure of Stuart Robert last May, plus a new role for Senator Andrew Bragg. Read More Expert Analysis Expert Analysis The value of active management in an uncertain world Active and passive investment strategies have been battling for investors' attention for many years but the tough conditions in markets currently make a strong case for active taking up a greater share of portfolios, writes Louise Watson. Read More

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