Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX CHICAGO and BERWYN, Pa., Nov. 6, 2023 /PRNewswire/ — The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar,