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Showing 1 - 10 of 43 results for "Morningstar Australasia"

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower ...

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... but he will stay on as a senior adviser until September 2021 to help with the transition, according to Morningstar Australasia, which put funds managed by Lodha under review following the leadership change. "Going forward the strategy will have a new ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... acquisition, Sidhu left the company 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 ...

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 ...

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 planning ...

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
... has 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 ...
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