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Showing 41 - 50 of 272 results for %22Morningstar Direct%22

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
Praemium has agreed to sell its international business to Morningstar for £35 million (A$65.1 million). The international business includes Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The sale of its business will allow ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
Morningstar Australia has announced the appointment of Peter Bryant as the head of business development for Australia and New Zealand. Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

Willis Towers Watson expands investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 NOV 2021
... Ksenia Zaychuk has been appointed as senior associate within the Australian client consulting team. She joins WTW from Morningstar, where she was a manager research analyst. Edward Huynh joins the equity research team, based in Sydney. He also joins ...

Governments must act on net zero: Morningstar

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... to industry-led initiatives. Governments have been lagging and now need to align their commitments with industry," Morningstar director manager research Grant Kennaway said. "However, asset managers and their investors clearly want action on climate ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with no extra research ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...

Pinnacle acquires third-party distributor

KANIKA SOOD  |  THURSDAY, 9 SEP 2021
... will join Pinnacle's retail distribution team which is headed by Ramsin Jajoo who joined a few years ago from Morningstar. "This is an important investment in the continued expansion of Pinnacle's retail distribution capabilities that will deliver ...

Former CFSGAM chief executive joins CFA Institute

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... previously president of Apex Fintech Solutions and the former chief product officer and co-head of global markets at Morningstar.

Departures continue at AMP Capital MAG

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... all, the 27-strong MAG team has lost 12 members in the last two years, including internal movements, according to Morningstar.