Global sustainable fund flows plunge 36% in volatile Q1
However green products in most regions held up better than conventional market
Morningstar
-
-
Cross-border advice market set for rise in PE backers?
Sector has ‘strong growth prospects’ and ‘resilience to macro challenges’
-
Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise
-
FCA greenlights Praemium International sale to Morningstar
Jersey regulator has also given its nod of approval
-
Is it too late to inflation-proof portfolios?
Whatever happens, it is interest rates that really move the needle on how asset prices behave
-
Morningstar sets up wealth management solutions arm
Several months after it bought Praemium’s UK and international business
-
How will dividend tax rises impact UK advice clients?
‘Investors will need to switch to a capital withdrawal strategy in retirement’
-
Praemium sells UK and international arm to Morningstar for £35m
Acquirer will ‘bring its global footprint and investment scale to better serve the interests’ of clients
-
Morningstar IM creates multi-asset range to serve global clients
Advisers ‘increasingly looking to provide investment solutions’ to customers with money outside UK
-
PEOPLE MOVES: M&G, Quilter, Novia Global
Global investment manager creates retail & savings managing director role, while adviser platform hires for growth push
-
PEOPLE MOVES: Zurich, Morningstar IM, Prudential
Group CIO leaves insurer, while investment manager makes c-suite change
-
Morningstar partners with wealthtech firm to unveil ESG solution
It will help promote environmental, social, and governance investing across Apac markets