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Showing 91 - 100 of 272 results for %22Morningstar Direct%22

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
... tech stocks. For example, financial advisers already have access to tech ETFs such as the BetaShares NASDAQ 100 ETF, Morningstar Global Technology ETF and the BetaShares Global Cybersecurity ETF, to name a few. Dalton, on the other hand, is interested ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... towards lower-cost products. This investor appetite for lower-cost exposures is an unassailable driver in pricing for Morningstar director of manager research Tim Wong. "As it stands, there are now ETFs tracking most major bond indices, including some ...

Morningstar to cease in-house credit research

KANIKA SOOD  |  MONDAY, 25 NOV 2019
Morningstar Australasia will cease in-house credit research, as it strikes an agreement with a rating house founded by its former credit analyst. BondAdviser, co-founded by Nick Yaxley, will take over Morningstar's coverage of ASX-listed hybrids ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... advisers through two main offerings: the Adviser Research Centre (ARC) which offers research, data and tools and Morningstar Direct, which helps advisers or licensees construct client portfolios and monitor approved product lists. It reaches about 60% ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...

Boutique hires from Ellerston Capital

KANIKA SOOD  |  WEDNESDAY, 9 OCT 2019
... and Lonsec. They are currently going through their yearly reviews. Bell says the firm is in an ongoing dialog with Morningstar. Retail, insto split The firm had $2.5 billion in assets under management at September end, after adding about $500 million ...

Paradice portfolio manager departs, US office closed

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... and two in Denver. He will also have access to Paradice's recently-formed global emerging markets team, according to Morningstar. "Given the evolution of the business, a decision was made to consolidate the offices to improve communication and the speed ...

VanEck restructures three ETFs

KANIKA SOOD  |  MONDAY, 2 SEP 2019
... forms for investors and to introduce dividend reinvestment plans. VanEck Vectors Gold Miners ETF (GDX), VanEck Vectors Morningstar Wide Moat ETF (MOAT) and VanEck Vectors China AMC CSI 300 ETF (CETF) currently trade on the ASX as a cross-listing of their ...

GAM names local institutional business director

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... strategic relationships with clients and prospects for the firm's fixed income and equity products. She also worked at Morningstar, initially on the graduate training program, before becoming an analyst on the fund research team, where she covered ...

Alternatives manager adds former Morningstar head

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
A global alternative beta fund manager has added a former Morningstar head of alternative investments to its Australian team. Capital Fund Management appointed Craig Stanford as director of investor relations for the firm's US$9.7 billion Australian ...