Morningstar research will be available to RIA firms on SchwabAdvisorCenter.com by the end of the year. Schwab now holds the largest enterprise-wide license for Morningstar’s equity research, according to the firms.
The partnership means Morningstar will provide Schwab with global equity analyst reports and ratings for approximately 1,400 companies, as well as sector reports, daily market notes, U.S. and Canadian pick lists, analyst insights, analyst videos, weekly research highlights and a quarterly market outlook.
In 2015, Morningstar will roll out additional services for advisers that custody with Schwab, including single sign-on access from Schwab’s Research Workstation tool to Morningstar’s Analyst Research Center. Quarterly calls with Morningstar analysts will also be rolled out, along with access to a Morningstar analyst research liaison desk for more in-depth research into companies.
Morningstar’s research teams serve individual investors, advisers and institutional investors. More information about Morningstar’s equity research offerings and methodology is here.