|
|
|
|
A web-based platform that features FINRA-reviewed Morningstar articles and employs
full customization options, Morningstar Newsletter Builder is built with one goal
in mind to help financial advisors strengthen client relationships
with personalized communications.
|
|
|
|
|
|
|
|
|
|
|
|
|
+ |
FINRA-reviewed Morningstar articles added to the online library on a monthly basis,
allowing advisors to provide clients and prospects insights into financial markets,
outline investment strategies, and recap the most recent economic activity —
raising their overall brand awareness |
|
|
|
|
|
+ |
Pre-assembled newsletters created on the 1st business day of the month and available
for immediate distribution |
|
|
|
|
|
+ |
NEW Advisors can distribute HTML
newsletters, complete with email tracking capabilities (Sample HTML E-mail) |
|
|
|
|
|
|
+ |
Monthly 'Market Commentary' that provides insights into financial markets and general
economic activity |
|
|
|
|
|
|
+ |
Personalization options, including the ability to load photos, logo, mast-head graphics,
and contact information |
|
|
|
|
|
|
+ |
Custom article management, allowing advisors to integrate their own research and
analysis into each newsletter |
|
|
|
|
|
|
+ |
Article sidebar comments where advisors can summarize key points, tie action steps
to an article, offer product solutions, discuss portfolio strategies, etc. |
|
|
|
|
|
|
+ |
Finished newsletters can be delivered to clients and prospects as a PDF file, as
an HTML email, or printed and delivered in hard copy format |
|
|
|
|
|
|
+ |
Newsletters can be custom configured, and range from 2 to 12 pages in length. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
 |
|
 |
|
|
|
|
|
|
|
|
|
Overview |
|
Personalization |
|
Advanced Customization |
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
HTML E-Mail Distribution |
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
 |
|
 |
|
|
|
|
|
|
|
|
|
Horwitz & Associates, Inc. |
|
Mullaney Keating & Wright |
|
Pratt, Kutzke & Associates, LLP |
|
|
|
|
|
|
|
 |
|
 |
|
 |
|
|
|
|
|
|
|
|
|
Stevens Rich |
|
Raymond James, Private Wealth Management Investment Team |
|
Morningstar Sample |
|
|
|
|
|
|
|
 |
|
 |
|
|
|
|
|
|
|
|
|
|
|
Morningstar Sample |
|
Morningstar Sample |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
Christine Benz
Coverage: Personal Finance and Retirement
Director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step
Guide to Managing Your Finances, and Morningstar Guide to Mutual Funds: 5-Star Strategies
for Success. |
|
|
|
|
|
|
|
 |
|
Damien Conover
Coverage: Healthcare
Associate director of equity analysis covering pharmaceuticals, and editor of Morningstar's
Healthcare Observer newsletter.
|
|
|
|
|
|
|
|
 |
|
Robert Johnson
Coverage: Markets and Economy
Director of economic analysis at Morningstar. In this role, Bob regularly meets
with each of Morningstar's sector teams to gather up-to-the-minute economic data
from more than 90 Morningstar debt and equity analysts. |
|
|
|
|
|
|
|
 |
|
Preethi Parmar
Coverage: Asset Allocation, Diversification, and Principles
of Investing
Research and Communications manager who, along with team of analysts, is responsible
for creating all of the content behind a full suite of communication materials. |
|
|
|
|
|
|
|
 |
|
Alina Tarlea
Coverage: Asset Allocation, Diversification, and Principles
of Investing
Research and Communications senior analyst responsible for creating content for
a full suite of communication materials in U.S. and international markets. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A perfect compliment to Newsletter Builder, Morningstar's iconic financial charts
and presentations distill timely investment topics into easy-to-understand images
that give individuals the perspective to make better investment decisions.
Advisors can use these recognized and trusted client-ready communication resources
to: |
|
|
|
|
|
|
+ |
Set appropriate investment expectations by highlighting historical market trends |
|
|
+ |
Validate portfolio recommendations |
|
|
+ |
Demonstrate sound investment strategies |
|
|
+ |
Satisfy clients' hunger for reliable investment analysis and insights |
|
|
|
|
|
|
|
Ibbotson® SBBI®
Print Kit |
|
|
|
Morningstar® Andex®
Charts |
|
|
|
Morningstar® Principia®
Presentations & Education |
|
|
|
|
|
|
|
|
