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Showing 1 - 10 of 11 results for "Jamie Wickham"

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... roles in the wealth management business at Commonwealth Bank and The Trust Company. Morningstar managing director Jamie Wickham said he was looking forward to Bryant joining at an exciting time for their Australian business. "As we approach the two-year ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... and founded a property facilities management software called NowYouCan. Morningstar Australasia managing director Jamie Wickham thanked Gara for his contributions to AdviserLogic and Morningstar and said his insight and leadership have been instrumental ...

Morningstar appoints director

KANIKA SOOD  |  FRIDAY, 7 MAY 2021
... grow both our Research Subscription and Research Advisory business," said Morningstar Australasia chief executive Jamie Wickham. "We are very pleased to have Aman and now Annika appointed to their new roles. We're seeing more demand for client facing ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... with the "master" template issued by their licensee, Morningstar said. Morningstar Australasia managing director Jamie Wickham said the move comes to support and empower independent advisers during this challenging period. "Our commitment to the modern ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... education requirements, software is going to be crucial in delivering advice," Morningstar Australasia managing director Jamie Wickham told Financial Standard. AdviserLogic has three main applications: AdviserLogic (financial planning software and the ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... AMP director of advice research and policy Brad Green said. Likewise, Morningstar Australasia managing director Jamie Wickham said the researcher is delighted to be working with AMP. "We are confident Morningstar's rigorous independent analysis and deep ...

CBA research lead heads to Morningstar

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... services and at CBA as national technical manager and financial planner. Morningstar managing director, Australasia Jamie Wickham said: "We're excited to have Aman join the Morningstar team. He brings a strong background across research and managing ...

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... investment portfolio holdings disclosure ahead of regulatory requirements. Morningstar Australasia managing director Jamie Wickham said 51% of the firm's investment management client base has opted for full disclosure. This represents 60% of client assets ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne, managing director Jamie Wickham revealed 51% of the firm's investment management client base has opted for full disclosure. This represents 60% of client assets ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... alongside manager and equity research, data, and tools from Morningstar. Morningstar Australasia managing director Jamie Wickham said the company is "excited to offer research and state-of-the-art technology to BT and its adviser community through our ...
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