News & Views

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..

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..

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..

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.

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..

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..

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,..