Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Schwab, Morningstar Partner to Integrate Custodial Data in Morningstar Office
Schwab Intelligent Technologies is partnering with Morningstar to provide RIA custody data through its OpenView Gateway platform.
Finding a Custodian That Fits, Part 3: Its Technology
How I use my custodian's technology to run my practice more efficiently and serve my clients better.
Morningstar to Advisors: It’s All About You
At the conference, Kunal Kapoor discussed Morningstar's latest initiatives to help advisors with their research and practice management needs.
Funds to Watch: What Investors Are Eyeing Now
Morningstar's most-researched funds list reveals some possible portfolio trends among advisors and investors.
Morningstar's Advisor Workstation: One Advisor's Review
As Principia moves to the cloud, I took a new look at Advisor Workstation, and liked what I saw.
Morningstar Expands Equity Coverage on 28,000 Companies
Morningstar's new ratings are based on statistics and analyst-driven equity ratings as well as earnings yield, average daily volume and total return volatility.
Morningstar’s Most-Researched Investments Offer Up Surprises
Advisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.
Morningstar Maintains Focus on Integrating Research and Technology: Schwab Impact
For Chicago-based research firm Morningstar, “efficient” and “effective” are more than simply corporate-speak.
Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture
The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.