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Morningstar hires new research business headBY ELIZABETH MCARTHUR | WEDNESDAY, 22 SEP 2021 12:05PM
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines.
Read more: Morningstar, Matrix Planning Solutions, Adviser Research Centre, Chelsea Wealth Management, Colonial First State, Commonwealth Bank, Graham Dixon, Ivon Gower, Research Advisory, Rick Di Cristoforo
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Find out why 44% of advisers are using managed accounts
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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