PEOPLE MOVES: Nedgroup Investments, CII, Morningstar WP
Asset manager names MD of international business, as professional body appoints president
Morningstar
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Global sustainable funds suffer significant outflows
But they still performed better than the broader market
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Morningstar says tech for advisers ‘not where it should be’
Technological development is a key area of focus now the Praemium International acquisition is complete
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Advice firm unveils portfolio management service
It will feature a mix of active and passive funds
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Morningstar has ‘more work to do’ in UK advice market
Firm talks to IA about its acquisition of Praemium International and its global wealth plans
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Global sustainable fund flows plunge 36% in volatile Q1
However green products in most regions held up better than conventional market
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Cross-border advice market set for rise in PE backers?
Sector has ‘strong growth prospects’ and ‘resilience to macro challenges’
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Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise
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FCA greenlights Praemium International sale to Morningstar
Jersey regulator has also given its nod of approval
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Is it too late to inflation-proof portfolios?
Whatever happens, it is interest rates that really move the needle on how asset prices behave
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Morningstar sets up wealth management solutions arm
Several months after it bought Praemium’s UK and international business
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How will dividend tax rises impact UK advice clients?
‘Investors will need to switch to a capital withdrawal strategy in retirement’