Bringing you live news and features since 2006 

Morningstar IM launches new adviser managed retirement accounts platform

RELATED TOPICS​

Morningstar Investment Management, a provider of discretionary investment management and advisory services and a subsidiary of Morningstar, Inc, has launched its new adviser managed accounts platform. 

The platform aims to make it easier for Registered Investment Advisors (RIA) firms and their advisors to offer a managed accounts solution to their retirement plan clients.

This solution is designed so that participants receive personalised advice based on model portfolios aligned with the RIA firm’s investment expertise and philosophies. It can also help the RIA firm generate new business opportunities and allows advisors to offer personalised advice in a scalable manner. The platform will be integrated with multiple record-keepers to help ensure greater coverage within an advisor’s existing book of business.  

“We believe participants can achieve a better retirement outcome by receiving investment and savings advice that is personalised to their specific situation,” says Brock Johnson, president of global retirement and workplace solutions at Morningstar Investment Management. “By giving advisors and RIA firms the platform and flexibility they need to support a managed accounts offering, we can help even more participants make more informed investing decisions to help achieve the outcomes they seek.”

CAPTRUST Financial Advisors is the first RIA firm to use the new platform, and Schwab Retirement Plan Services will be the first record-keeper integrated into the service.  

“Personalised, one-on-one investment advice makes a huge difference, and Morningstar Investment Management’s adviser managed accounts platform gives us another way to help affect the outcome for even more participants,” says Scott Matheson, CAPTRUST’s Defined Contribution Practice Leader. “The fact that it is record-keeper agnostic is important to us, too, since we deliver participant advice to retirement plans across dozens of record-keepers.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by