Morningstar sets up wealth management solutions arm
Several months after it bought Praemium’s UK and international business
Morningstar
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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’
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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
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Morningstar IM creates multi-asset range to serve global clients
Advisers ‘increasingly looking to provide investment solutions’ to customers with money outside UK
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PEOPLE MOVES: M&G, Quilter, Novia Global
Global investment manager creates retail & savings managing director role, while adviser platform hires for growth push
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PEOPLE MOVES: Zurich, Morningstar IM, Prudential
Group CIO leaves insurer, while investment manager makes c-suite change
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Morningstar partners with wealthtech firm to unveil ESG solution
It will help promote environmental, social, and governance investing across Apac markets
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PEOPLE MOVES: Pershing, Santander International, Brewin Dolphin
Financial services solutions provider names COO, while bank hires chief risk officer
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PEOPLE MOVES: Utmost Wealth, Morningstar, STM
Head of sales joins life insurer, while investment research firm makes Middle East promotion
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US in the news: IRS names director of fraud enforcement office
A round-up of the latest people moves and M&A deals in North America
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M&A triple for global financial advice sector
AFH, Morningstar Australasia and Zedra all complete acquisitions
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HEAD-TO-HEAD: First State versus JP Morgan
First State Indian Subcontinent Fund and the JP Morgan India Fund are in the spotlight