Morningstar Reorganizes to Create New WealthManagement Unit

Craig Kilgallen, director of relationship development at Fuse Research Network, said Morningstar’s reorganization would help the firm more effectively grab assets in the wealth market. “The investment management piece is an important component of what the TAMPs do but I think the growth that we’ve seen is really beyond that, it’s all about the service component that they offer to advisors these days,” he said. “It’s that holistic capability that I think is the important part of what the TAMPs are doing and how they’re growing.”

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Article published on February 4, 2022