News & Insights

Protected: Supporting you through tax year end

05/04/2024 - Product news

There is no excerpt because this is a protected post.

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Countering client calls for cash comforts

01/08/2023 - Feature articles

With some savings rates topping 6% and a mortgage costs crisis, clients can be forgiven for at least asking about cash. But there is a cost to not staying invested, as Morningstar’s Ed Fane explains… You’d need to go back to April 2008 for the last time the base rate stood at 5%. Then, as..

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We are Morningstar Wealth – here’s what this means (and doesn’t mean) for financial advisers

01/08/2023 - Feature articles

The last 12 months have been an exciting period for Morningstar Wealth, writes Mark Sanderson, with some significant new developments.   The Morningstar Investment Conference (MIC), held in London on 4 July, was the ideal opportunity to share with advisers some key developments across our business. First and foremost was the unveiling by Morningstar CEO..

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Addressing the advice gap: Three key insights

31/05/2023 - Feature articles

New research underlines what we know to be true: that there is an unmistakeable financial advice gap in the UK. However, three new insights suggest how it can be addressed, writes Derek Smith The advice gap is really a story of two gaps. There is the gap you’ve read about before, between those individuals who..

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Platform due diligence has barely changed in a decade – now it must

27/05/2023 - Feature articles

To find your perfect platform partner, there are questions you simply must ask that you may not have asked five or 10 years ago, writes Roo Janda… Did you know that some advisers carry out their platform due diligence in the middle of their Christmas holidays? You might say that (joke coming up) they do..

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Positive movement in a difficult marketplace

28/03/2023 - Feature articles

The challenges of 2022 perhaps seem even harsher when set against what was a particularly buoyant 2021. The world was emerging from lockdown and investment plans which had been put on hold could go ahead. Then came soaring inflation, the cost-of-living crisis and market volatility on a global scale. It’s no wonder the lang cat..

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Breaking the mould: challenging the accepted truths of financial services

02/03/2023 - Feature articles

This was the theme of the day at the lang cat’s recent Home Truths event in the beautiful setting of the Royal Institute of British Architects (RIBA) in London. Around 200 financial advice professionals gathered in person with more than another two hundred and fifty joining online to hear their peers challenge and defend five..

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2023 Outlook: The positives of investing in this environment

17/02/2023 - Feature articles

The Positives of Investing in 2023 Welcome to our 2023 Outlook! This document has been created to highlight the most important issues facing investors, share insights from our current research and help you make better investment decisions as we enter 2023. It has been compiled by our investment leaders, draws on the work of our global..

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The Lang Cat’s Mark Polson’s Consumer Duty Overview

07/02/2023 - Feature articles

Mark Polson gets specific, practical and to the point (as always) as he hones in on the communication element of the incoming Consumer Duty regulation.

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Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

29/06/2022 - Feature articles

Chicago and London (30 June 2022) – Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited (ASX: PPS) for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary,..

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