Morningstar expands IFA portfolio service

The portfolios offer IFAs a risk-adjusted suite of funds, designed to meet a range of investment strategies for clients, comprising: very conservative, conservative, moderate, moderately aggressive and aggressive. The investment consulting unit of Morningstar populates the portfolios with funds from its Portfolio Selections list. This panel includes 70 Oeics or investment trusts chosen and monitored by Morningstar Associates to help advisers with individual fund choices for a range of client investment goals. "Changing regulatory conditions are requiring independent financial advis...