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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

Monday, June 13, 2011 – 2:36 PM by Lisa Shidler
Admin:
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Joe Mansueto: There’s a need to find the right advisor for you and to evaluate that advisor. There’s a consumer need.

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Mentioned in this article:

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto

BrightScope, Inc.
Data and ratings for RIAs




Bill Winterberg

Bill Winterberg

June 13, 2011 — 3:02 PM

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

Jeff Spears

June 13, 2011 — 3:22 PM

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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