Morningstar's Mansueto views next horizon: rating RIAs
Company announces new forward-looking fund rating systems but how to rate advisors still has puzzling aspects
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April 30, 2019 at 5:25 PM
Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto
BrightScope, Inc.
Data and ratings for RIAs
Bill Winterberg
I’m pleased to read Mansueto’s commitment to releasing a rebalancing software component to the Morningstar Office platform. It’s a needed function that will help Office catch up to its competition.
Jeff Spears
Rating RIAs will be very helpful to the growth and professionalization of the industry. This will force RIAs to take discretion on their client’s portfolios to allow Morningstar to compare their performance. All good news and hopefully the end of self reported non discretionary RIA performance!
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