Inside Morningstar

Morningstar Medalist Rating Supplement - Phase 3

This article provides important detail for “Phase 3” of the Morningstar Medalist Rating rollout. Please refer to the updates on “Phases 1 and 2”.

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Inside Morningstar

Morningstar Manager Research Coverage: A Dynamic Approach

Morningstar's coverage universe is expanding. We've shared that from September, the Morningstar Medalist Ratings can be powered by an analyst, a machine-learning algorithm, or a combination of both. Our approach to analyst coverage is also evolving. We believe some strategies can be covered more dynamically to enable analysts to spend more time where warranted.

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Inside Morningstar

Power your financial advice business with AdviserLogic and Sharesight

Morningstar AdviserLogic and Sharesight have joined force to help financial advisers power their business with comprehensive tax and performance reporting, research tools, CRM and much more. Connected via the AdviserLogic API, Morningstar AdviserLogic and Sharesight have come together to create a great solution for advisers who want to save time, automate their practice, and build better relationships with their clients. Keep reading to learn more about how your practice could benefit from connecting Morningstar AdviserLogic and Sharesight.

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Inside Morningstar

Celebrating 3 years of Morningstar AdviserLogic

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Inside Morningstar

Morningstar CFS FirstChoice Managed Accounts Quarterly Update

Director of manager selection Aman Ramrakha and director of research products Rick Di Cristoforo provide the quarterly update. (35 mins)

Read more | 35 min read