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PA360: Advisers urged to harness TikTok as attention spans decline

Advisers have been called to use social media apps such as TikTok to enhance their engagement strategies with younger clients.

Australia , United-kingdom , Anastasia-georgiou , Morningstar , Nastasia-georgiou , Ohan-sivajoti , Iktok , A360-2024 ,

Morningstar, Inc. (NASDAQ:MORN) Shares Sold by Marks Group Wealth Management Inc

Marks Group Wealth Management Inc cut its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 0.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,024 shares of the business services provider’s stock after selling 214 shares during the quarter. Marks Group Wealth […]

Australia , United-states , United-kingdom , Josephd-mansueto , Stevenn-kaplan , Family-office , Morningstar-inc , Exchange-traded-concepts , Securities-exchange-commission , Fifth-third-bancorp , Nasdaq

Marks Group Wealth Management Inc Sells 214 Shares of Morningstar, Inc. (NASDAQ:MORN)

Marks Group Wealth Management Inc trimmed its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,024 shares of the business services provider’s stock after selling 214 shares […]

Australia , United-states , United-kingdom , Stevenn-kaplan , Josephd-mansueto , Fifth-third-bancorp , Securities-exchange-commission , Third-bancorp , Nasdaq , Harbor-investment-advisory , Marks-group-wealth-management-inc

Morningstar downgrades Trojan Income as 'behavioural biases' emerge from new manager

Morningstar has downgraded its rating of the Trojan Income fund from Positive to Neutral, noting recent “behavioural biases” from the vehicle’s new manager.

United-kingdom , Blake-hutchins , Morningstar-daniel-haydon , Francis-brooke , Growth-haydon , Morningstar , Rojan-income , Roy-asset-management , Aniel-haydon , Lake-hutchins , Rancis-brooke

13 mutual funds and ETFs that are overweight in the Magnificent 7

The Magnificent 7, consisting of Microsoft, Apple, Amazon, Nvidia, Google, Meta and Tesla stocks, make up about 30 per cent of the S&P 500 index

Canada , Canadians , Hamilton-technology-yield-maximizer , Morningstar-direct-analytics-lab-performance-data , Innovators-fund , Log-increate-free , Morningstar-direct , Ret-annlzd , Manager-tenure , Cap-growth , Factor-equity