News & Insights

We previously shared with you how we had improved our report building functionality by adding better branding options and turning off report download email alerts. In that update we promised news of significant change to the process of creating consolidated reports.   Client review packs are core to financial planning but can be time-consuming to..

In August we shared with you the work we’re doing to provide greater clarity around crystallised fund splits. Over the course of the past few months, we’ve been enhancing and testing new solutions with a small number of pilot customers. Since then, we’ve worked hard to add the additional functionality that our pilot users confirmed..

Advice firms constantly add value for their clients – and far beyond monetary terms. At Morningstar Wealth, we’re driven by doing the same for the advice firms we serve. Where possible we want to make advisers’ lives easier, freeing up time for them to focus on more important things that help to empower better client..

To help improve the adviser experience, we’ve been looking at the areas where we know firms spend a lot of time. This is where relieving those seemingly small annoyances can make all the difference. This is all part of our continuous discovery work, an ongoing collaboration with advice firms which is inspiring a regular stream..

We know good service is a priority for you when it comes to working with an investment platform. And because of this, we’ve recently implemented an enhancement designed to ease and speed up the resolution of queries submitted to our dedicated adviser support team. Morningstar Wealth is growing. As we do, we’re investing to maintain..

We know that across the industry, transferring between platforms is an adviser’s single biggest pain point. Advisers don’t know the status of transfers, requiring constant phone calls to customer service teams, and then back to clients to keep them updated. It all takes up time which could be much better spent. In any process where..

Learn how to prevent the little mistakes from adding up. Issues in communication can often be seen as inconsequential, which is reflected in how we talk about them—”verbal flubs,” “slip-ups,” “lapses in communication,” and so on. But these little turns of phrases belie the reality that miscommunication can be costly. In a recent study, we..

When it comes to hearing the needs and opinions of the advisers who use your platform, there’s no such thing as too much or too often, writes Steve Coleman Developing or improving products and services can only have great outcomes for advice professionals where the provider truly engages with them. Not just as a one-off..

Platforms that strive to continuously improve the investment and advice process are out there but haven’t always been easy to find. Until now… Could you define what sets a ‘progressive’ platform apart? There’s likely more than one answer to this conundrum, but here’s our rundown of where we believe the differences lie… 1. Progressive platforms..

It’s been an eventful year so far for the financial planning market, with advisers at the forefront of much of it. So how are they feeling and what do they think about the future? Our adviser clients are our most valuable sources of insight. Throughout 2023 we’ve asked the audiences of our monthly adviser webinars..