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
Praemium
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Are cracks appearing in the adviser/platform relationship?
7-in-10 advice firms on the cusp of making a switch as some consider going it alone
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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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Cross-border advice market set for rise in PE backers?
Sector has ‘strong growth prospects’ and ‘resilience to macro challenges’
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FCA greenlights Praemium International sale to Morningstar
Jersey regulator has also given its nod of approval
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FUA hits £27bn at Praemium
As net flows into the international arm drop to A$279m ahead of its sale to Morningstar
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What’s next for UK and international platforms?
Praemium sale is ‘an interesting illustration’ of the ‘developmental currents present’ within both sectors
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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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‘Disruption for advisers’: The outlook for platforms in 2022
From M&A to tech integration, investment platform professionals give their views on the year ahead
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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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REVEALED: Best Practice Adviser Award winners South Africa
Which firms were recognised for putting clients at the heart of their business?
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REVEALED: Best Practice Adviser Award winners East Asia
Which firms were recognised for putting clients at the heart of their business?