We understand that the best way to serve advisers is to help them serve the investors who are their clients. Morningstar OBSR research is focused on investor needs, so it supports advisers in their search for the most appropriate funds based on each client’s investment objectives and appetite for risk. All advisers face the challenges of increasing complexity of investment choices and changing regulatory requirements such as assessing investment suitability and the Retail Distribution Review (RDR). The high-quality, independent fund research and ratings we deliver are becoming essential to navigate this environment.
We offer a variety of services for advisers built on the foundation of our research. Our impartial whole of market coverage analyses the universe of UK domiciled funds available to intermediaries including multi-manager funds and life and pensions funds, plus offshore funds. Firms and advisers of all types, whether they are Independent Financial Advisers (IFAs), whole of market advisers, multi-tied or single-tied advisers, can use these services to build their businesses and expand on their expertise.
Expanded Adviser Offering
Together with Morningstar we are now able to provide a greater level of service to advisers. Logical extensions of our consultancy services are available, for example strategic asset allocation and risk tolerance questionnaires. Advisers also have access to software platforms, client communication materials and conferences and professional events throughout the year.