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Showing 131 - 140 of 273 results for %22Morningstar Direct%22

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... defend the portfolio in uncertain times - this reduces the need for the investor to intervene, he said. According to Morningstar research, the use of real return funds has more than quadrupled in the past five years and now accounts for nearly $10 billion ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...

Morningstar Australasia managing director departs

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Heather Brilliant is leaving Morningstar Australasia and her successor has been named. Having led the local Morningstar business since 2014, Brilliant will relocate to New York to take up the role of managing director Americas for Colonial First State ...

MyRetirement too product heavy: Morningstar

KARREN VERGARA  |  MONDAY, 26 JUN 2017
Morningstar is pushing for MyRetirement solutions to be less product-centric and a mandatory digital advice component be made available for retirees. In a discussion paper submitted to Treasury on Comprehensive Income Products for Retirement (CIPRs) ...

Distribution reshapes globalisation: Capital Group

DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... salesforce and distribution network is driving mergers and acquisitions. The New Perspective Fund received the coveted Morningstar analyst rating of 'Gold' in February and has a 'Recommended' rating from both Lonsec and Zenith Investment Partners. As ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... Australia, Tasmania and Western Australia, ahead of its proposed merger with Hunter Hall. Guy Callaghan joins Pengana from Morningstar, where he was a regional business development manager for the same regions mentioned above. He spent four years in ...

Orbis launches fund for retail investors

EMMA RAPAPORT  |  FRIDAY, 28 APR 2017
... fund has received a 'Recommended' rating from Lonsec and Zenith Investment Partners and a Silver analyst rating from Morningstar.

ANZ launches global technology ETF

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
... world's top technology stocks in one trade with the launch of a global technology exchange traded fund. The ANZ ETFS Morningstar Global Technology ETF will track the Morningstar Developed Markets Technology Moat Focus Index, currently comprised of 32 ...

Investment management industry needs overhaul: CFA

KARREN VERGARA  |  MONDAY, 10 APR 2017
... new global investment era," CFA Society Sydney president and managing director of research strategy, Asia Pacific at Morningstar, Anthony Serhan said. "As the drivers of this transformation, industry leaders hold our profession's future in their hands. ...

PIMCO fund "Highly Recommended"

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... inflows in 2016, outpacing all other actively managed stock and bond mutual funds in the US - according to the Morningstar Direct US Asset Flows Update as at January 2017. PIMCO head of Australia and New Zealand, Adrian Stewart, said: "With volatility ...