Our Chief Investment Officer, Mike Coop, speaks to Professional Adviser about why keeping clients focused on long-term goals is key as we approach 2025. Read the full article here: http://spr.ly/6048Q0TZo
Morningstar Wealth EMEA
Financial Services
Morningstar Wealth brings together capabilities across Morningstar's business, to meet the needs of financial advisers.
About us
Morningstar Wealth brings together capabilities across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and clients. Morningstar Wealth has $316 billion in assets under management and advisement globally. We partner with over 120,000 financial advisers worldwide.* This showcase page is an online community for UK advisers who partner with Morningstar. Engage with your advice peers and Morningstar team in real time. Here you’ll find insights, content and resources curated from global Morningstar thought leaders and created specifically with UK advisers in mind by local experts. From Investment Insights and Behavioural Coaching to Practice Optimisation, we aim to support you in running a modern advice practice and, ultimately, serve more clients, better. We truly value your feedback and engagement and look forward to discussions and insights made possible by this page. *as at 30 June 2024
- Website
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https://www.morningstar.com/en-uk/products/wealth
External link for Morningstar Wealth EMEA
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- London
- Founded
- 2022
- Specialties
- Professionally Managed Investments, Investment Platform, Advice Practice Software, Adviser Insights, Adviser Resources, Adviser Tools, and Adviser Content
Updates
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Associate Portfolio Manager, Nicolo Bragazza, overviews the top three investing mistakes to avoid in 2025. Read the full article here: http://spr.ly/6042Q0u4E
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It's not too late to register for our Financial Adviser Investment Outlook 2025 webinar! Hosted by Mike Coop, Chief Investment Officer, EMEA, and Dan Kemp, Chief Investment and Research Officer, they'll overview the highlights of our outlook to give you the context you need to support you, your business and your clients. This will be a popular session, so reserve your place today! http://spr.ly/6041t2ce7
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Join us on 4th December for our upcoming Financial Adviser Investment Outlook 2025 webinar! Hosted by Mike Coop, Chief Investment Officer, EMEA, and Dan Kemp, Chief Investment and Research Officer, they'll overview the highlights of our outlook to give you the context you need to support you, your business and your clients. This will be a popular session, so reserve your place today! http://spr.ly/6040sLUti
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Morningstar Wealth has introduced a new consolidated reporting tool that simplifies processes, aimed at saving paraplanners “valuable time”. Read the full Money Marketing article here: https://lnkd.in/ez6Mgmjp
Morningstar Wealth launches consolidated reporting tool for paraplanners
https://www.moneymarketing.co.uk
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We’re excited to launch this new Consolidated Reporting Tool. An enhancement designed specifically with paraplanners in mind.
Morningstar Wealth EMEA has introduced a new consolidated reporting tool that simplifies processes, saving paraplanners valuable time, the platform says https://lnkd.in/epaYCHuG
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Join us on 4th December for our upcoming Financial Adviser Investment Outlook 2025 webinar! Hosted by Mike Coop, Chief Investment Officer, EMEA, and Dan Kemp, Chief Investment and Research Officer, they'll overview the highlights of our outlook to give you the context you need to support you, your business and your clients. This will be a popular session, so reserve your place today!
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Exeter will be our final stop on this Morningstar Wealth Event Series! We'll be hosting a unique lunch & learn experience offering invaluable insights into investing, practice optimisation, and market navigation, featuring case studies from fellow advisors and expert guidance on enhancing your value proposition and preparing for long-term success. Spaces are limited, register today!
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The Morningstar Moderately Adventurous Passive Portfolio ranks No. 2 in the Defaqto MPS Comparator. Read the full FT Adviser article Top performing portfolios in Defaqto's MPS Growth Comparator here https://lnkd.in/eJTxeegW
Top performing portfolios in Defaqto’s MPS Growth Comparator
ftadviser.com