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Showing 21 - 30 of 37 results for "Morningstar Investment"

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment strategy day in Melbourne, Kevin Clifford - chairman and chief executive of North American distribution at American Funds ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... since October 2015. He also served as director of Mutual Fund Research, as part of the team that launched Morningstar Investment Services, and as director of business strategy for international operations. "I can't think of a better person than Kunal ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... report to Morningstar Australasia head of business development Heather Dawson and managing director of Morningstar Investment Management Asia Pacific Chris Galloway. Dawson said: "We're delighted to welcome James back to Morningstar. "His skills, experience ...

Morningstar multi-asset funds recommended

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Morningstar Investment Management's suite of multi-asset real return funds have received a 'Recommended' rating from Zenith Investment Partners. The real return funds are objective based multi-asset offerings that invest across a wide range of asset ...

Robo advice set to fail: Morningstar

KERRIE SYDEE  |  FRIDAY, 20 MAY 2016
... test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be too high for pure robo advisers to sustain ...

Government bonds no longer a safe bet

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... at Schroder Investment Management Australia. Speaking as part of an asset allocation panel at the 2016 Morningstar Investment Conference, Stevenson argued that risk outweighed reward for those looking towards government bonds as portfolio diversifiers. ...

Ibbotson adopts Morningstar brand

ALEX BURKE  |  MONDAY, 18 APR 2016
... Australia has announced it will rebrand under its parent company. From July 1, Ibbotson will be renamed Morningstar Investment Management Australia, a move that Ibbotson managing director Chris Galloway said is a "further step in uniting our investment ...

Morningstar nabs senior equity analyst from J.P. Morgan

MARK SMITH  |  THURSDAY, 8 OCT 2015
... equity strategies in Morningstar's Sydney-based investment management team. Bloomer reports to Andrew Lill, Morningstar Investment Management chief investment officer, Asia-Pacific. "Carolyn brings significant experience in the Australasian financial ...

REI Super extends Ibbotson consultancy mandate

MARK SMITH  |  TUESDAY, 20 JAN 2015
... implemented investment consultant by REI Super for a further three years. Ibbotson, which is part of the Morningstar Investment Management Group, provides advice and management for REI Super's low-cost default MySuper option as well as the fund's other ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Morningstar's Investment Management division has appointed four people to its investment advisory subsidiary, Ibbotson Associates Australia. Scott Mclennan has joined as senior relationship manager, Katharine Jackson and Brent Finneran have joined as ...