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Morningstar IM launches new adviser managed retirement accounts platform


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.”

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