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Morningstar

Younger clients demand sustainability 'impact not labels'

Your profession

Younger clients demand sustainability 'impact not labels'

Investment industry criticised on ‘terrible job’ of appealing to fresh audiences

clock 08 May 2025 • 2 min read
Morningstar CEO: Advisers and industry need 'shared language' around risk

Investment

Morningstar CEO: Advisers and industry need 'shared language' around risk

Kapoor points to UK regulation becoming more ‘goals focused’

clock 07 May 2025 • 2 min read
Asset management M&A activity fails to deliver 'meaningful profitability improvements'

Your profession

Asset management M&A activity fails to deliver 'meaningful profitability improvements'

M&A strategy not necessarily a winner

clock 06 May 2025 • 1 min read
Used well, generative AI can benefit the advice relationship

Technology

Used well, generative AI can benefit the advice relationship

'Don't be shy about telling clients how they're benefitting from your use of AI'

clock 06 January 2025 • 4 min read
UK funds hit by £31.5bn in outflows so far in 2024

Investment

UK funds hit by £31.5bn in outflows so far in 2024

Passive UK-domiciled index funds gathered more than £14bn year-to-date

clock 26 November 2024 • 3 min read
Shifting the AI narrative: Collaboration, not challenge in advice

Technology

Shifting the AI narrative: Collaboration, not challenge in advice

AI is not about to replace financial advice from human IFAs

clock 07 August 2024 • 4 min read
Morningstar urges support for advisers amid high interest rates

Your profession

Morningstar urges support for advisers amid high interest rates

Morningstar’s Sanderson: ‘Industry is not good at supporting advisers’

clock 01 August 2024 • 2 min read
SDR enthusiasm among industry wanes as label date approaches

Green

SDR enthusiasm among industry wanes as label date approaches

FCA’s SDR labelling rules come into force in just three weeks

clock 09 July 2024 • 3 min read
Challenging markets can lead to investment opportunities

Investment

Challenging markets can lead to investment opportunities

Taking a longer-term view on falling asset prices

clock 18 June 2024 • 4 min read
Advisers should 'wake up' to intergenerational wealth transfer

Your profession

Advisers should 'wake up' to intergenerational wealth transfer

‘Advisers need to address the next generation as a new client segment’

clock 02 May 2024 • 1 min read
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