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The Value of Financial Advice: How Morningstar is Leveraging Data and Research to Better Serve Advisers
Advice i evolving at a rapid pace— hifting from a world of product di tribution to true client-centric advice Today, the conver ation i focu ed...
Read more | 6 min read
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11 lessons from my lousy $50K profit on Afterpay
On 23 March 2020, Afterpay (APT) traded at a low for the year of $801 and 188 million hare changed hand On 3 July 2020, Afterpay hit $70, a ri e...
Read more | 10 min read
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Why Morningstar Believes in Financial Advice
It’ a difficult time to be a financial advi er and a challenging time for the indu try Morning tar believe in the value of financial advice and...
Read more | 3 min read
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The creator of the 4% rule and his own retirement
(Thi i an edited ver ion of an interview by Michael Kitce , who i widely recogni ed a the publi her of the #1 financial planning blog in the...
Read more | 13 min read
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Keating versus Hume: where willy-nilly meets obscene
Senator Jane Hume i treading on ground where many other Liberal warrior were buried at the di patch box Whatever you think of Paul Keating, few...
Read more | 12 min read
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A Fireside Chat with Magellan’s Hamish Douglass
Hami h Dougla look back on the rocky route to Magellan, hi exa peration at trying to predict the Fed’ rate move , and the regulatory ri k...
Read more | 6 min read
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Our Plans to Acquire AdviserLogic, a Leading Australian Financial Planning Software
On 3 November, we announced our plan to acquire Advi erLogic, an Au tralian financial planning oftware platform that will broaden our product uite...
Read more | 5 min read
Top stories
Labor’s election loss a welcome reprieve for health insurers
Share price at private health in urer NIB Holding (ASX: NHF) and Medibank Private (ASX: MPL) bounced thi week a Labor’ election defeat...
Read more | 4 min read
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Bracing for Labor’s Franking Credit Overhaul
The federal leader hip pill in Augu t ha hortened the odd of Labor gaining office next year And that pro pect ha parked inve tor concern with...
Read more | 8 min read
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The lingering fear of a post-pandemic world
Here’ how the po t-covid workday will look: at the conclu ion of your eventh Zoom meeting for the day, you hut the work email and a ociated...
Read more | 5 min read
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What We Believe In: Our Mission
Thi article i an excerpt of my opening addre at the Morning tar Fund Manager of the Year Award held in Sydney Friday night 1 t March For more on...
Read more | 5 min read
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Why We Need to Embrace Full Transparency
“What happen when we leave the e tru tee alone in the dark with our money” coun el a i ting the Royal Commi ion, Michael Hodge,...
Read more | 5 min read
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