Oisín Breen

Despite no 'clear, crisp ah-ha! moment,' Morningstar finally launches dedicated RIA bundle unit infused with direct indexing and clearer line to CEO Kunal Kapoor

Morningstar, Inc.

People Moves

<p>The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.</p>

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The Chicago firm mandated Daniel Needham with money, mission and people for branded, one-stop back office for fiduciary RIAs

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