Overdorf highlights how Surveillance Manager is one of the leading lights when it comes to introducing much-needed tech into the sector. “Some of our users weren’t even using software at all.

Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

He is currently chief investment officer of Hunter Lewis LLC. As a co-founder of a firm that connected the most prestigious and richest institutions with the most successful global managers over ...

Morningstar Investment Management unites the strengths of Morningstar, Inc. with more than three decades of investment experience to help advisers empower investors to meet their financial goals.

UK's Third Financial, which is reportedly part of the Nucleus group, has launched a mobile app for iOS and Android devices.