Search Results | Showing 21 - 30 of 39 results for "Morningstar Direct" |
| | Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ... |
| | | ... run by people named Dave than women. "That is, there were 108 UK funds run by managers named David or Dave in Morningstar Direct-and only 105 funds run by women of any name," it said. In 2000, women made up 19.4% of passive fund managers in the US, compared ... |
| | | ... playing a major role. The average fee for a strategic-beta ETF is 0.44% (as of December 2019, according to Morningstar Direct), which is only 0.08% higher than its traditional passive rival. "Another attractive feature of strategic-beta ETFs is that ... |
| | | Fund managers of active fixed income strategies are rethinking their pricing as financial advisers and institutional investors drive a harder bargain in a lower-returning world, and new retail opportunities beckon. Several fixed interest giants, including ... |
| | | 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 ... |
| | | ... 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 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 ... |
| | | A Morningstar director has joined BondAdviser as the firm plans to build out its investment management capability. BondAdviser confirmed John Likos has joined as director of investment management. Most recently director of equity and credit research ... |
| | | UBS will use Morningstar to provide securities pricing and industry news on its platform that five large superannuation funds use for their direct investment options. In an arrangement signed off six weeks ago, Morningstar replaced Reuters, which had ... |
| | | AMP appointed Morningstar as its external research provider to advice licensees. Working with AMP's existing in-house advice research team, Morningstar will provide a range of services to enhance investment research and governance across approved product ... |
|