Morningstar launches wealth management solutions group to connect capabilities for advisors

Chicago, feb. 3, 2022 /prnewswire/ -- morningstar, inc. (nasdaq: morn), a leading provider of independent investment research, today announced the creation of a new business unit focused on the wealth management segment. effective jan. 1, 2022, the new wealth management solutions group unites capabilities across morningstar's business, including managed portfolios from morningstar's investment management group, portfolio management software morningstar office sm , investment data aggregator byallaccounts® , and the individual investor experience across morningstar.com®.
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