Products September 22, 2010

Morningstar Launches Adviser Report Writing Product

Morningstar has launched a new tool to help independent financial advisers create their own custom investment performance reports.  
Reported by

A news release said Morningstar Office Report Studio is a new feature within Morningstar Office that allows advisers to create their own custom performance reports, either as a single, personalized report for an individual client or as a report template for use across their entire practice.

The new tool offers the ability to build a new report from scratch or to edit one of Morningstar’s pre-designed templates. Advisers have access to hundreds of Morningstar investment data points, charts, and graphs, as well as pre-built data tables to highlight performance, risk, return, investment style, and other important concepts to their clients, the news release said.

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

A drag-and-drop interface allows advisers to select and position key charts and data tables on the report layout, and report elements resize automatically to the adviser’s specifications when they are placed on the template. Morningstar Office Report Studio can also incorporate an advisory firm’s logo, outside images and charts, custom disclosure information, corporate color palette, and fonts to create materials that align with the firm’s identity and branding, Morningstar said.

Advisers can save all reports and templates as Adobe PDF documents or Microsoft PowerPoint(R) files.

More information is at http://global.morningstar.com/reportstudio. 

Deals & People September 22, 2010

Goldleaf Brings On Three Execs

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has announced three executive appointments.
Reported by

A news release said the appointments include:

  • Lori Carignan, named Director of Employee Benefits Administration;
  • Naomi Y. Hanson-Galema, named as Vice President, Sales and Marketing;
  • Mike Tschider, named as Director of Consulting.

Carignan joins Goldleaf with over 15 years of expertise in managing health and welfare plan designs and implementation, payroll administration, and human resource experience. Carignan graduated from the University of Minnesota, Duluth, with a bachelor’s degree in Business Administration and a concentration in Human Resources. Carignan will oversee the Employee Benefits Operations and Customer Services for cafeteria plan administration and COBRA administration.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Hanson-Galema joins Goldleaf with experience in building and managing relationships with over 20 years of demonstrated sales experience. She began her career in the financial services industry as Vice President of Sales managing top-tier clients and has held various advanced sales and marketing positions at several companies in the financial services industry. In her new position, Hanson-Galema will assume primary responsibility for building and managing relationships with financial advisers, brokers, and Goldleaf Partners’ recordkeeping partners.

Finally, Tschider joins Goldleaf with over 10 years of retirement plan and employee benefit expertise. He began his career in the financial services industry as a Trust Officer in the retirement services area for a national bank, and was a corporate ERISA attorney for both a national recordkeeper and a regional TPA firm. Tschider holds degrees in accounting and law from the University of North Dakota.

«