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Showing 101 - 110 of 706 results for %22Morningstar%22

Adrian Whittingham back full-time at Pinnacle

KANIKA SOOD  |  MONDAY, 9 AUG 2021
... Pinnacle in 2008. In March 2019, Whittingham handed the head of retail role to Ramsin Jajoo, who joined the firm from Morningstar. At the time Pinnacle said, Whittingham would focus on corporate strategy, distribution and global expansion of Pinnacle ...

Top franked stock picks: Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 6 AUG 2021
Morningstar has released a list of 10 franked income stocks from its Australian and New Zealand coverage which pay very attractive dividends. "The Reserve Bank of Australia's indication that its target cash rate won't increase until at least ...

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower ...

PineBridge launches Asia small caps fund

KANIKA SOOD  |  FRIDAY, 16 JUL 2021
... compared to MSCI AC Asia Pacific ex Japan Net Return's 9.46% p.a. over the period. It is ranked #1 of 15 peers by Morningstar, as at May 31. PineBridge is launching it in Australia after strong asset growth in the underlying strategy. Between 2020 ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
Morningstar is launching a new tool that provides increased transparency and disclosure on fees across its investments and superannuation products, well above what RG97 requires. The Morningstar Total Cost Ratio (TCR), which will be rolled out on August ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have an MDA authority ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... FSC is the latest industry participant to launch a DDO product. In March, Iress launched a DDO solution followed by Morningstar.

AMP Capital GEFI sold to Macquarie

JAMIE WILLIAMSON  |  THURSDAY, 8 JUL 2021
... integration." Once completed, Macquarie Asset Management expects to have total AUM of $720 billion. The news came as Morningstar lowered its cumulative earnings estimate for AMP Capital by about 20% on the back of AUM losses. Looking specifically at ...

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... the fund's FUM in the near term that it is in the best interests of all unitholders to wind up the fund," said Morningstar in a research note. The fund was offered in two share classes which together had about $77 million in assets. It was managed ...

ASIC drops Regal action

ANNABELLE DICKSON  |  WEDNESDAY, 16 JUN 2021
... May. The fund has since regained significant losses and is returning 21.20% over the financial year, according to Morningstar data.