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Morningstar closes on Total Rebalance Expert deal

Nov. 02, 2015 5:53 PM ETMorningstar, Inc. (MORN) StockBy: Jason Aycock, SA News Editor
  • Morningstar (NASDAQ:MORN -0.4%) has wrapped its acquisition of Total Rebalance Expert (tRx) from FNA, which it announced early last month.
  • The product is an automated portfolio rebalancing platform for financial advisers.
  • More than 500 advisers from 175 firms use it to rebalance more than $20B in client assets, Morningstar says.
  • Shares are flat in after-hours trading today.
  • Previously: Morningstar acquires Total Rebalance Expert (Oct. 08 2015)

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