The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.
Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."
Unlock the secret to client satisfaction in the ever-changing financial landscape as Financial Advice 3.0 emerges, leveraging technology to provide comprehensive, proactive, and value-based planning, ultimately enhancing client loyalty and lifetime value in a market where adaptation is key.
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