Morningstar(US:MORN) Morningstar晨星·2025-04-09 11:00Core Insights - The demand for wealth management among residents is accelerating, with the buyer advisory model becoming the core of industry transformation. However, the continuous emergence of public fund products and the diversification of investment platforms make it challenging to unify market holding information [1]. Group 1 - The Morningstar Fund E Account Diagnostic Service enhances the ability of financial advisors to extract clients' real needs from vast data and provide efficient, scientific asset allocation solutions [1]. - The service allows for convenient synchronization of accounts, real-time net value updates, and comprehensive holding diagnostics, enabling financial advisors to gain insights into investors' fund asset distribution [1]. Group 2 - The upcoming online sharing session will feature Morningstar product manager Su Zhenpeng, who will discuss the entire process from account diagnostics to asset allocation, addressing essential business needs [2]. - The session will cover how to leverage E Account diagnostic results for personalized asset allocation based on clients' risk preferences [4].