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.
Morningstar Announces New Variable Annuity Comparison Tool
Morningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.
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.