News & Insights

Even advised clients are not immune to the financial anxieties sweeping through the rest of the population, writes Ben Lester. Investors are facing continually challenging times. It could have felt like the longest bull market run in history would go on forever, until it was stopped in its tracks by a global pandemic. While markets..

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..

I got a clear sense that Morningstar is building teams and products centred around long term, successful investor outcomes and I wanted to be a part of that. After leaving my previous role in banking last summer I took some much-needed time with my family to reflect on my journey to date and what I..

In a Consumer Duty survey of advisers who attended December’s monthly adviser webinar, we heard a magnitude of answers; from very concerned to not worried at all. For those who are concerned, Mark addresses how to right size your approach for your practice. He also shares some tips for getting started and keeping it manageable.

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.

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,..

The conclusion of the deal marks the start of our new brand, Morningstar Wealth Platform. Our sister company Wealthcraft is now Wealthcraft, a Morningstar company and Smart IM becomes Smart IM, a Morningstar company. These changes are initially to the brands only. Formal legal names will follow and you may continue to see the Praemium..

As the UK edges out of its third (and hopefully final) national lockdown, the resumption of many social activities we’ve been starved of for many, many months is being warmly welcomed. Employees are gradually filtering back into offices, pubs and restaurants have reopened indoors – we can even indulge in some ‘cautious cuddling’ without fear..

Platform provider Praemium has become an integration partner of fintech firm Moneyinfo. This follows Moneyinfo’s tie up with challenger platform Hubwise in May. Praemium is a global provider of digital-first financial services. The platform offers advisers portfolio management and rebalancing capacities alongside market reporting. It also features signature-less processes and AI-driven adviser insights, which flag unusual client..

Praemium International’s parent, the eponymous Melbourne-based independent proprietary tech platform, earlier today announced to the Australian Securities Exchange (ASX) that following a strategic review it will be seeking a buyer for its operations in the UK, Jersey, Dubai and Hong Kong (the Business). The Australian company intends to focus its attention on its home market..