Optimise Your Value As An Adviser

Advisers today are balancing clients, investments, and portfolios along with operational and compliance processes. It’s time to evolve your practice, and we can help with Morningstar Direct℠ .

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Putting Investors First

For 35 years, Morningstar has built its business by putting the investor above all else. It is reflected in our underlying principles and the things we stand for – like independence and transparency. It informs our partners, who we hire, our product roadmap and most importantly, when we say no. It is ingrained in our DNA – the Morningstar you experience in 35 years’ time will be the same as the one Joe setup in that Chicago apartment in 1984 and the one you interact with today. Our commitment to support and align with advisers that share these beliefs has never been greater

Jamie Wickham, Managing Director
Morningstar Australia

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