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WealthStack Roundup: News From Opto, Pontera And IMTC

Last week, New York-based Pontera announced its integration with the Envestnet | Tamarac platform. ....

Geneva , Genè , Switzerland , Benjaminf-edwards , Joe-lonsdale , Envestnet-tamarac , Carson-group , Morningstar-office , Opto-investments , Merchant-investment-management , New-york-based-pontera , Black-diamond

Pontera Announces Integration with Envestnet

The Pontera-Envestnet | Tamarac partnership will incorporate the fintech firm’s 401(k) management capabilities into the platform. ....

Geneva , Genè , Switzerland , David-goldman , Envestnet-tamarac , Javelin-strategy-research , Carson-group , Morningstar-office , Black-diamond , Wealth-platform , Lightspeed-venture-partners , Founders-kitchen

Morningstar Launches Direct Indexing Combining Market-Leading Technology and Investment Management

/PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced today that Morningstar Wealth launched. ....

China , Broadridge , Tasmania , Australia , United-states , India , Chicago , Illinois , America , Cindy-galiano , Morningstar-sustainalytics , Scott-gilmore

Cultural Competency: How Advisors Can Educate Themselves on the Immigrant Experience

Here are ways financial advisors can better understand clients' culture to bring about better advice. ....

United-states , India , Canada , American , Sen , Different-financial-services , Morningstar-office , Editors-note , Life-insurance ,

Morningstar to Unite Two Forward-Looking Rating Systems into One: The Morningstar Medalist Rating

/PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced plans to unite its two forward-looking. ....

Australia , United-states , Chicago , Illinois , America , Lee-davidson , Prnewswire-morningstar-inc , Research-group , Morningstar-research-services , Research-center , Morningstar-office , Morningstar-inc