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Showing 81 - 90 of 829 results for "Morningstar"

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... executive director, research at Rainmaker Information. He previously spent several years as director, manager selection at Morningstar Australia, and spent more than a decade as executive manager, research within Commonwealth Bank's wealth management ...

Iress expands wealth team with multiple new roles

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
... she served as vice president of Australia. Iress also appointed Tom Cochran, formerly a national account manager at Morningstar, as head of partnerships. He'll work with other technology solutions, licensees, and product providers across investments ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... skewed towards the domestic market; investors have avenues to seek out diversification and better value, according to Morningstar market strategist Lochlan Halloway. Australian equities are trading 8% above fair value, making local markets among the ...

CC Capital outbids Bain again, increases Insignia offer

JAMIE WILLIAMSON  |  FRIDAY, 17 JAN 2025
... Insignia Financial said it is considering the revised proposal. When CC Capital first made a play for Insignia Financial, Morningstar analysts described the offer as "relatively attractive" and said it vindicated the wealth manager's improved fundamentals. ...

Insignia takeover heats up, Bain Capital ups bid

KARREN VERGARA  |  MONDAY, 13 JAN 2025
... is a 40% premium to Insignia's share price prior to Bain Capital instigating the takeover talks on December 12. Morningstar equity analyst Shaun Ler said CC Capital's bid "vindicates our view that Insignia was undervalued, and that its earnings ...

Investors should stay the course in 2025: Expert

MATTHEW WAI  |  THURSDAY, 9 JAN 2025
Despite some critical short-term influences markets are currently withstanding, Morningstar portfolio manager Bianca Rose is advising investors to tread into the new year carefully without committing their investments solely to those events. Rose told ...

Zenith hires from Preqin and Morningstar

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... Mosaic, Chant West's Switching Tools and FE Analytics. His most recent role was director of advice software solutions at Morningstar where he refined and executed business strategies for the adviser and licensee segments in Australia and New Zealand. ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Morningstar Australasia has recruited a manager to lead its superannuation research coverage on local asset owners. William Anglingdarma will support Morningstar's strategy to provide comprehensive superannuation fund ratings on fund fees, features ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... Stewart Brentnall. She has 20 years' experience in the asset management industry, including more than 10 years with Morningstar in Chicago and Sydney. Young spent the last five years working for the family office of the Fairfax family. There, she ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
Morningstar has heaped praise on Australian Retirement Trust (ART), saying it is home to a "high calibre investment leadership team playing to their strengths," but warned of key person risks. In its review of the $305 billion-plus super fund, Morningstar ...