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

Search Results

Showing 1 - 10 of 100+ results for "Morningstar"

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...

Research firm launches, hires Macquarie exec

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... told Financial Standard that Inalytics' function is twofold, making it different to other research houses like Morningstar and Zenith. Inalytics works with asset owners like super funds and sovereign wealth funds, as well as fund managers, Goodman ...

Morningstar appoints director

KANIKA SOOD  |  FRIDAY, 7 MAY 2021
Morningstar Australasia has appointed a director of manager research ratings, after Aman Ramrakha moved to a different role. Annika Bradley is currently an independent financial services consultant with Lodrino, providing investment consulting and management ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer group from 2018 to ...

AMP Capital shutters dud fund, Naeimi departs

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... investor returns. The fund suffered in February and March 2020 but its performance had since climbed back, according to Morningstar data. The most recent fund update shows it returned 23.67% year on year in March 2021, and 5.71% gross of fees since inception ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... technology and ability to support for advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice ...

Morningstar executive joins JANA

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
Morningstar's former director of risk management in Asia Pacific has been appointed as a consultant in JANA's operational consulting team. Eleanor Cheng has over 15 years' experience in operational risk management and prior to joining Morningstar was ...

Macquarie-linked fund manager shutters

KARREN VERGARA  |  MONDAY, 26 APR 2021
... foreign exchange forward contracts with exposure to developed market and emerging market currencies. According to Morningstar data, the four-year-old strategy has consistently underperformed its benchmark of the Reserve Bank of Australia cash rate, returning ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... unnecessary cost or complexity. Today's announcement represents another step forward in achieving this." Last month, Morningstar also announced a DDO solution that will allow Target Market Determination (TMD) data to be backed by the 8300-unit prices ...

Rest appoints head of investment strategy

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... head of capital markets. Andrew Thomas will report to Rest's chief investment officer Andrew Lill, who joined from Morningstar last year. Thomas most recently worked at BlackRock Investment Management. Prior to this, he worked at insurer QBE for nearly ...
PREVIOUS
NEXT