“It’s extremely satisfying to have a group such as WHK select Morningstar to meet its investment research needs,” said Morningstar Australasia Chief Executive Officer Anthony Serhan. “This represents an endorsement of our continuing investment in people and technology, our ability to draw on our global resources, and our commitment to innovation in the Australian market. WHK’s decision to choose Morningstar signals that we have built a strong multi-layered capability that can take advice businesses confidently into the new environment for the delivery of financial advice.”

WHK’s 140 financial advisers and paraplanners across Australia will receive Morningstar’s research on Australian stocks, managed funds, superannuation funds, exchange-traded funds, listed investment companies, and income securities, as well as fund and stock model portfolios and regular investment market commentaries. The research is delivered through Morningstar® Adviser Research CentreTM, a web-based solution developed specifically for dealer groups and advisers containing proprietary portfolio construction and management tools, and Morningstar DirectTM, a web-based global investment analysis platform. WHK’s advisers and paraplanners will receive regular updates on ratings changes for funds and stocks, and Morningstar’s fund and stock analysts will provide input into the WHK approved product list.

“We’ve had an affiliation with Morningstar which has provided support for our internal research capability for many years. Understanding its capabilities meant we had confidence in broadening this service to all of our advisers. Its market-leading software tools and extensive coverage of listed and unlisted investments were all key to our decision-making outcome. We feel confident that Morningstar can meet the needs of both our advisers and the dedicated research group,” said WHK Head of Research Jeremy McPhail.

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