Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products March 28, 2011
Morningstar Fund Platform Offered to eRollover Members
eRollover announced it will provide the U.S. open-end mutual fund
platform from Morningstar to its members to research trailing
performance.
Reported by Rebecca Moore
In addition, eRollover will provide the Morningstar Rating for Funds via proprietary analytical tools.
“Our research shows people want objective advice, easy-to-use tools, and a great user experience in planning for financial independence,” said Tim Harrington, CEO of eRollover. “This agreement with Morningstar will allow our members access to the Morningstar platform via various investment tools and screeners.
According to Harrington: “The mission of eRollover is to enable people to take control of their retirement and achieve financial independence by providing unique, independent content, so they can make informed decisions about their future.”
You Might Also Like:
Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound
A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product...
US Retirement Assets Hit Record $40T
Asset growth is led by an increase in holdings in IRAs and 401(k) plans.
Raymond James Fined Over Mutual Fund Monitoring
FINRA fined two of the firm’s subsidiaries a total of $1.8 million for allegations of failing to properly review mutual...