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Morningstar acquires Cuffelinks

Jamie Wickham  |  17 Oct 2019Text size  Decrease  Increase  |  
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Morningstar announced the acquisition of Cuffelinks today. As part of the acquisition, Graham Hand and his editorial assistant, Leisa Bell have joined Morningstar. The Morningstar team and I are excited about the potential Cuffelinks, Graham and Leisa can bring to our readers and the broader business.

For Morningstar, the value of Cuffelinks, now branded as Firstlinks, can be attributed to quality, curated content, mission alignment and investor education.

Quality, curated content

The quality of the content and editorial attracted us to Cuffelinks and now Firstlinks. Personally, I am an avid reader of the weekly newsletter—as an industry professional but more importantly, as an investor—to support my own education and investing journey. I know many others in the Morningstar office share that perspective.

Whilst the availability of information has never been greater, so has the challenge of filtering the insightful from the everyday. Many of us are time poor and need to be selective about what we read. There is real value in curated content—timeless, common sense views from experts who have been around the blocks, seen the ups and downs of multiple cycles, and the evolution of the investment and regulatory landscape. Graham and his network of contributors deliver that every week.

Mission alignment

One thing was non-negotiable for us—the importance of mission, cultural alignment and “doing it for the right reasons”. It became apparent very quickly in our discussions that we share a common set of values and beliefs, and those beliefs are embedded into the content and how we both operate. Together, Morningstar and Firstlinks believe in:

  • Putting the investor first and are aligned around Morningstar’s mission to empower investor success
  • The value of financial advice and the important role advisers play
  • Taking a long-term, risk-aware approach to investing
  • The value of education and financial literacy for investors on their path to financial independence, particularly in retirement.

Investor education

Today, the challenges in investment markets and the shifts in the Australian financial services industry are unprecedented. Education has never been more important—for individual investors managing their own portfolios, advisers and other industry professionals. There is a fundamental need to stay on top of the constant change; and as advisers can attest, increasingly it is a regulatory requirement.

Beyond our investment information and research, Morningstar takes its role as an investment educator very seriously. Our research and editorial teams both in Australia and overseas produce content on a wide range of themes—portfolio construction, retirement planning, behavioural insights, measuring risk, generating income and many more. Firstlinks broadens and deepens this educational material, it is highly complementary and well aligned.

The Future

From day one, our intent is to free up Graham to do what he does best—write and edit the newsletter and site. He will continue to have editorial independence, oversight and editorial control over contributor and sponsored content. Morningstar will bring the resources to look after everything else and explore new and interesting ways to deliver the content.

Over time, we will look to integrate the content into the free version of Morningstar.com.au, which is in the process of being redesigned. This will give us the opportunity to more tightly align the content alongside Morningstar’s existing research and editorial; leverage new delivery mechanisms and make it available to a wider audience.

I’m looking forward to what we can achieve together.

We welcome Graham and Leisa to the Morningstar family.

We look forward to delivering more for you, the reader. Thank you in advance for your ongoing support.

is managing director, Morningstar Australasia

© 2020 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

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