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Advisors who use Morningstar Office Cloud can access the model portfolio platform at no extra charge; 13 asset managers are participating, including American Funds, BlackRock and Vanguard.
Some clients in the 'yield enhancement strategy' say they suffered losses greater than 20% in an investment they were told was 'conservative' and 'low risk.'
The markets in 2018 ended with a whimper, but advisors say their businesses thrived, with productivity up 12.4% and assets under management up 11%, according to our annual IBD Report Card.
Only two out of every five financial advisors said they were satisfied with their workplace, according to a new study by Fidelity Clearing & Custody Solutions.