Investment Product and Service Launches
Lockton and Morningstar Team Up to Offer Adviser Managed Accounts Lockton Investment Advisors LLC has teamed with Morningstar Investment Management LLC to provide adviser managed account services. “In the rapidly evolving retirement space, our clients continue to lean on Lockton as a consultative advisory leader,” says Pam Popp, president of Lockton’s retirement practice. “The growing demand for personalized support to help multi-career workers reach financial security spurred our innovation and relationship with Morningstar Investment Management. We’re proud to offer a customizab...
Source: plansponsor.com