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Morningstar Wealth

Recent events

Recent events tied to this brand in public sources.

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  1. 2026

    Morningstar Wealth to distribute Public/Private Select Series model portfolios through Envestnet

    On 6 October 2026, Morningstar Wealth announced it would distribute its Morningstar Public/Private Select Series model portfolios through Envestnet, with initial availability planned for October 2026. Advisors on Envestnet's enterprise platform will be able to use the models through its Fund Strategist Portfolios program; Morningstar Wealth keeps responsibility for asset allocation, manager selection, portfolio construction and ongoing oversight, while Envestnet provides the technology that puts the models into client accounts.

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