The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 30 results for "Morningstar Direct"|
|Colonial First State has partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform ...|
|... labelling adjustments; fee breakdowns; and the ability for advisers to calculate client-specific fees. Users of Morningstar Direct will have access to historical fees data for trend analysis and peer comparison, along with new views for easily analysing ...|
|The exchange-traded products market skyrocketed 149% to $95 billion in the three years to December 2020, new research finds. Rainmaker's latest research predicts that ETPs will eclipse the unlisted unit trust market in another three to five years. ...|
|... its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.|
|Morningstar has appointed Aman Ramrakha as a director of manager selection services, as it looks to grow its implementation business. In his most recent role, Ramrakha was Morningstar's director, manager research ratings for APAC. The firm will recruit ...|
|... Monitoring is available via Morningstar Advisor Workstation and elements of the platform will be made available to Morningstar Direct users during the next year.|
|Australia has been given the lowest grade by a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia ...|
|AustralianSuper is the latest casualty in Morningstar's ratings rejig, as three options with nearly 86% of its total $180 billion slide to the lowest analyst rating of "bronze". The superannuation fund's $135 billion balanced option, $13.5 billion high ...|
|All four of Sunsuper's superannuation investment options have had their ratings downgraded by Morningstar following its revised ratings framework. The $70 billion industry fund's balanced, growth, conservative and retirement options are now ...|
|Morningstar analysts are holding on their ratings for AMP Capital funds for now, amid harassment allegations and other leadership changes. The ratings house currently covers a number of funds from AMP Capital, across infrastructure, property and multi-asset ...|
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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