Do you know a Rising Star in Digital?

Morningstar Wealth brings together capabilities across Morningstar’s global business to meet the specific needs of financial advisers, their businesses, and the clients they serve. Due to their smaller size, advisers wear multiple hats, and to succeed they need to outsource elements of their business to a trusted partner. Over 255,000 advisers globally work with Morningstar.

Advisers can choose from a range of products and services tailored to their needs. Listening to advisers is crucial for enhancing our offerings. Continuous feedback loops allow us to hear directly from you and turn insights into proposition enhancements.