News & Views

Addressing the advice gap: Three key insights

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..

Read article
Inflation, investment performance, cash: The issues keeping your clients up at night

Inflation, investment performance, cash: The issues keeping your clients up at night

27/05/2023 - News

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..

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

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..

Read article
Achieving successful investor outcomes

Achieving successful investor outcomes

24/04/2023 - News

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..

Read article
Positive movement in a difficult marketplace

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..

Read article
Right sizing Consumer Duty by Mark Polson, the lang cat

Right sizing Consumer Duty by Mark Polson, the lang cat

14/03/2023 - News

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.

Read article
Breaking the mould: challenging the accepted truths of financial services

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..

Read article
2023 Outlook: The positives of investing in this environment

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..

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

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.

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

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,..

Read article