Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 272 results for %22Morningstar Direct%22

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... gearing up for DDO to come into effect and has developed solutions to assist advisers in meeting the obligations. Morningstar today announced a solution that will allow Target Market Determination (TMD) data to be backed by the 8300-unit prices daily ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
... matters across its domestic and global equities funds as well as the Alphinity Sustainable Share Fund. Research house Morningstar commenced covering the Sustainable Share Fund in its latest Australian Equities Sector Wrap, giving the fund a bronze ra ...

Frontier on hiring spree

KANIKA SOOD  |  THURSDAY, 11 FEB 2021
... other associate-level additions to the consulting team include: Jenny Li, who has previously worked at UniSuper and Morningstar, and Sorin Zota, who has worked at Mercer and LaSalle Investment Management. In business development, Frontier has hired Caryn ...

AMP Capital lags on sustainable inflows

ANNABELLE DICKSON  |  THURSDAY, 4 FEB 2021
... reported a record $1.8 billion of inflows throughout the December quarter but AMP Capital missed out on the rush. Morningstar's latest Sustainable Investing Landscape for Australian Fund Investors revealed AMP Capital, Pendal and Perpetual struggled ...

Morningstar appoints director of manager selection

KANIKA SOOD  |  TUESDAY, 2 FEB 2021
Morningstar has appointed Aman Ramrakha as a director of manager selection services, as it looks to grow its implementation business. In his most recent role, Ramrakha was Morningstar's director, manager research ratings for APAC. The firm will recruit ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... services at Milliman, general manager of sales and marketing at CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. Bernasconi said Whelan's appointment comes as WealthO2 ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Monitoring is available via Morningstar Advisor Workstation and elements of the platform will be made available to Morningstar Direct users during the next year.

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... to increasing investor expectations around environmental, social and governance (ESG) and stewardship disclosure. Morningstar director of manager research for Australia Grant Kennaway told Financial Standard the results are not unexpected but disappointing ...

Pinnacle executive director steps back

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... early days. In March last year, 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 ...