New Imperatives to Meet the Moment for Today's Evolving Investor
Morningstar CEO Kunal Kapoor delivers his keynote address at the 2023 Morningstar Investment Conference.
Source: morningstar.com
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Morningstar U.S. Wealth Platform Adds BlackRock, Clark Capital, Fidelity, T. Rowe Price Portfolios to Offer Greater Advisor Flexibility and Choice
/PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) today announced Morningstar Wealth, a leading wealth technology and investment management provider, has added...
Source: prnewswire.com
Morningstar Adds BlackRock, Fidelity to Model Portfolio Lineup for Advisors
The company aims to attract more financial advisors and wealth management firms to its U.S. wealth platform.
Source: barrons.com
Morningstar brings competing model portfolios onto its proprietary platform
Morningstar is letting model portfolios from leading asset managers sit alongside its own models on its Morningstar Wealth platform.
Source: investmentnews.com
Tailor-made portfolio trend takes on ETFs
“Direct indexing” allows investors to customise their portfolios while still mimicking the market’s performance, but not everyone is a fan.
Source: afr.com