Helping Advisors Deliver More Value, More Efficiently

Helping Advisors Deliver More Value, More Efficiently

A letter from Mike Barad, Head of Financial Planning Software, Morningstar

At Morningstar, we believe the advice industry is evolving from being product-centric to goal-focused, with the best interests of investors at the center, and financial planning will become even more central to what successful advisors do. This is why, in April, we announced the acquisition of PlanPlus Global as a step to expand our financial-planning capabilities for advisors around the globe.

As regulations and client expectations intensify, we know as advisors you must deliver more value more efficiently than ever before. From deepening risk assessments to creating comprehensive plans, our financial planning offerings––backed by Morningstar’s extensive data, research, ratings, and portfolio analytics–– give you the power to help clients meet their goals.

For now, I would like to point you to some recent research from our behavioural science team on how to manage client conversations during turbulent markets, which we have included in this edition of the newsletter. We look forward to sharing more of Morningstar’s research and insights with you.

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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