2023-11-03 17:12:40

Morningstar Wealth Launched Direct Indexing

Logo Nasdaq
Nasdaq
By Finsum

Morningstar recently announced the launch of Direct Indexing. The new offering will draw from industry-leading research, technology, and insights from Morningstar to help deliver greater personalization, automation, and tax efficiency for advisors and their investors. It will utilize many of the firms in-house capabilities, including Morningstar's Investment Management, Morningstar Indexes, Morningstar Sustainalytics, and Morningstar Equity Research to create and manage personalized investment strategies. Initially, the direct Indexing portfolios will be made available through the Morningstar Wealth Platform. This is one of the firm's first major product launches from Morningstar Wealth, a new group combining managed portfolios from Morningstar's Investment Management group, portfolio management software Morningstar Offices, investment data aggregator ByAllAccounts, and the individual investor experience across Morningstar.com. Morningstar Wealth is expected to introduce additional functionality and capabilities to advisors and firms in the coming year. According to Morningstar, approximately 61 percent of advisors indicate they are using or are considering using direct indexing.

AD
AD

Continue read on nasdaq.com

AD
Logo PR Newswire
TechnologyPress Release2023-11-01 14:00:00
New Offering Enables Portfolios to Be Tailored to Investors' Unique Needs CHICAGO, Nov. 1, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading...

Logo ETF Express
MarketsBy Beverlychandler2023-10-06 13:09:22
RBC Wealth Management US has announced that direct indexing solutions provided by Envestnet and Parametric are now available on RBC Wealth Managements...

Logo PR Newswire
NDVR Unified Equity™ is a Personalized Equity Alternative to Index Funds and Standardized SMAs that includes Active Factors Designed to Enhance Growth, Tax...

Logo Nasdaq
Business / FinanceBy Finsum2023-10-23 10:44:36
NDVR, a Wealth Optimization firm, recently unveiled NDVR Unified Equity, an actively managed personalized indexing strategy. NDVR, which was created by a...

Logo Nasdaq
Business / FinanceBy Finsum2023-10-12 07:11:24
While direct index may be a hot industry topic, not all advisors are buying in. In fact, most clients dont even know what direct indexing is. Based on...

Logo PR Newswire
TechnologyPress Release2023-10-27 14:00:00
MORRISTOWN, N.J., Oct. 27, 2022 /PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the...

Logo Benzinga
Business / FinanceBy Business Wire2023-10-06 12:56:00
SMOT is the latest addition to VanEck's industry-leading lineup of moat-focused funds and comes at a time when small- and mid-cap stock valuations are at...

Logo PR Newswire
TechnologyPress Release2023-10-20 12:00:00
Powered by Snowflake, the Wealth Data Platform Offers Wealth Advisory Firms a Holistic View of Their Clients' Financial Information and Actionable Insights...

Logo EIN Presswire
TechnologyPress Release2023-10-12 14:44:54
Fridman Wealth Partners Company Logo Fridman Wealth Partners today announced it is launching a new investment offering, a service aimed at professional...

Logo Finextra
TechnologyBy Finextra2023-10-20 14:24:17
Source: Envestnet Envestnet, Inc. (NYSE: ENV), today announced that it is accelerating the growth of its Data and Analytics business by launching the Wealth...

Logo ETF Database
MarketsBy James Comtois2023-10-06 16:05:00
VanEck today announced the launch of the VanEck Morningstar SMID Moat ETF (CBOE: SMOT), the newest addition to the firms lineup of moat-focused equity funds....

Logo Nasdaq
MarketsBy Finsum2023-10-15 08:00:31
When it comes to direct indexing, a little daylight seems to be peeking in. As investors, young and old, flock to ETFs, you might say direct indexings...

Logo PR Newswire
TechnologyPress Release2023-10-07 12:00:00
Simplifying Access to Private Market Investments for RIAs and Wealth Managers SAN FRANCISCO, Oct. 7, 2022 /PRNewswire/ -- Linqto, a leading global private...

Logo Benzinga
Business / FinanceBy Pr Newswire2023-10-26 10:03:00
Digital Wealth Investing Platform Expands Leadership Team to Drive Continuous Innovation and Enhancements to Offerings for Financial Advisors and Their...

Logo ETF Trends
MarketsBy James Comtois2023-10-06 15:07:13
VanEck today announced the launch of the VanEck Morningstar SMID Moat ETF (CBOE: SMOT), the newest addition to the firms lineup of moat-focused equity funds....

Logo Nasdaq
MarketsBy Etf Trends2023-10-06 15:07:13
VanEck today announced the launch of the VanEck Morningstar SMID Moat ETF (CBOE: SMOT), the newest addition to the firms lineup of moat-focused equity funds....

Logo GlobeNewswire
CryptocurrenciesPress Release2023-10-20 19:00:00
Featured Image for VirgoCX Direct Inc. Featured Image for VirgoCX Direct Inc. TORONTO, Oct. 20, 2022 (GLOBE NEWSWIRE) -- Canada's leading regulated...

Logo PR Newswire
TechnologyPress Release2023-10-11 11:00:00
Broadens set of digital engagement tools for wealth management firms NEW YORK, Oct. 11, 2022 /PRNewswire/ -- To provide financial advisors with an innovative...

Logo PR Newswire
CHICAGO, Oct. 7, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research,...

Logo Nasdaq
MarketsBy Etf Trends2023-10-26 15:20:30
On a standalone basis, wide moat investing can be rewarding over the long term. The same is true of environmental, social, and governance (ESG) investing....