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Search ResultsShowing 1 - 10 of 37 results for "Morningstar Australasia"
Morningstar releases time saving tool amid crisis
ALLY SELBY  |  THURSDAY, 9 APR 2020
... while still remaining compliant 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. ...
Morningstar to cease in-house credit research
KANIKA SOOD  |  MONDAY, 25 NOV 2019
Morningstar Australasia will cease in-house credit research, as it strikes an agreement with a rating house founded by its former credit analyst. BondAdviser, co-founded by Nick Yaxley, will take over Morningstar's coverage of ASX-listed hybrids ...
Morningstar bets on advice software
KANIKA SOOD  |  MONDAY, 4 NOV 2019
... to meet compliance and 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 ...
BT Financial Group enlists research provider
ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios on Panorama. ...
Morningstar adds Chi-X
KANIKA SOOD  |  FRIDAY, 10 MAY 2019
... eight-year-old exchange has achieved over 20% market share and trades over $1 billion a day in cash equities. Morningstar Australasia's head of product and client solutions Graham Dixon said the investment research house was excited to be working alongside ...
Morningstar director joins BondAdviser
HARRISON WORLEY  |  MONDAY, 6 MAY 2019
... joined as director of investment management. Most recently director of equity and credit research at Morningstar Australasia, Likos will assume responsibility for the development of BondAdviser's asset management business. Confirming the appointment ...
UBS signs on Morningstar
KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... integration of their application programming interfaces (APIs) and deep data coverage of Australian markets." Morningstar Australasia head of product and client solutions Graham Dixon said: "We're thrilled to be collaborating with UBS, enabling more ...
ETF issuer hires Olympian
KANIKA SOOD  |  FRIDAY, 23 NOV 2018
... portfolio manager is Mathew Knapman who joins after three years in data, operations and product roles at Morningstar Australasia. Earlier this month, University of Sydney graduate Nicola Culey joined ETFS to work across both sales and research teams. ...
AMP partners with Morningstar
JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... delivery of objective advice to AMP's licensee investment management committee. "We have worked closely with Morningstar Australasia to agree a robust and comprehensive suite of services and are confident they will support the investment needs of our ...
Pendal appoints head of distribution
KARREN VERGARA  |  MONDAY, 27 AUG 2018
... Brandweiner said. Serhan joined Morningstar in 2003 and has held several roles, including: chief executive of Morningstar Australasia; managing director, Ibbotson Associates (now Morningstar Investment Management). Prior to this, he also worked for investment ...
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