Morningstar completes acquisition of wealth management platform provider Praemium’s UK and international business 

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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited

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Top mark for fees but Australia lags on regulation and disclosure: Report

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Fees in the managed funds industry continue to fall, yet there is room for improvement, according to Morningstar’s Global Investor Experience Study. The published first chapter, Fees and Expenses of

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Moneysoft expands team with eight new appointments

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Moneysoft has appointed eight new staff in response to growing demand for its suite of personal financial management solutions. This expansion boosts Moneysoft’s frontline account management and client service teams

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Allan Gray, Bennelong, Hyperion Best-Performing Australian Share Managers

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Morningstar has published results of the Morningstar® Australian Institutional Sector Survey, providing comprehensive coverage of the performance of Australian institutional investment strategies to 31 August 2016. The Australian Institutional Sector Survey

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Total Financial Solutions Appoints Ibbotson Associates Australia Investment Manager for Managed Accounts and Investment Consultant

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Ibbotson Associates Australia Limited, part of the Morningstar Investment Management group, has been appointed by financial planning dealer group Total Financial Solutions (TFS) Australia as investment manager for the firm’s

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Morningstar makes appointments to Australasian manager research team

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Morningstar has appointed Daniel Cheang, CFA as a Senior Analyst, and Matthew Wu as an Analyst. They will be responsible for undertaking research on Australian and New Zealand managed funds, listed investment companies, and exchange-traded funds.

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Ibbotson Associates Australia Appoints Andrew Lill Chief Investment Officer, Asia-Pacific

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Andrew Lill has joined Ibbotson Associates Australia, a unit of Morningstar,  Inc.’s investment management group, as Chief Investment Officer, Asia-Pacific. Lill will be responsible for leading the investment management teams

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Morningstar Australian Superannuation Survey – July 2013

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Morningstar today published results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 30 June 2013. The Survey includes both commercial for-profit

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Morningstar appoints Melbourne-based Business Development Manager

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Morningstar Australasia has appointed Guy Callaghan as Melbourne-based Business Development Manager to further enhance the firm’s sales and client relationship management efforts.   “We’re very pleased to have Guy on

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Morningstar announces findings from Global Fund Investor Experience report

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Morningstar has released the results for Australia of its bi-annual global report assessing the experiences of managed fund investors in 24 countries in North America, Europe, Asia, and Africa. The

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