News & Insights

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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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.

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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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Praemium UK and International officially became part of Morningstar

29/06/2022 - Feature articles

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..

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Ensuring the “new normal” is a better normal

29/06/2022 - Feature articles

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..

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Praemium becomes Moneyinfo’s integration partner

29/06/2022 - Feature articles

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..

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Praemium International to go it alone to maximise its growth potential

29/06/2022 - Press releases

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..

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