Browsing Tag
Morningstar
129 posts
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Morningstar HSA Report: Lower Fees, Better Investments, But Lots of Room for Improvement
Fidelity is only provider to earn “High” ratings in both categories of new health savings account market analysis
IRAs, Automatic Features, and Ongoing Participation Key to Successful Retirement
The analysis by Morningstar points to defined contribution plans and retirement planning features for a promising retirement
CITs Finally Surpass Mutual Funds as Most Popular Target-Date Vehicle
After years of speculation, CITs "inched past" mutual funds to become the top target-date vehicle this year, reports Morningstar
401(k) Participation ‘Significantly Lowers’ Risk of Retirement Shortfalls: Morningstar
New model predicts 45% of American households will run short of money in retirement
Corporate Roundup: Morningstar Wealth, Empower, GSAM
In this week's corporate roundup, Morningstar Wealth appoints its new CIO for the Americas while its former CIO joins Empower as a chief investment strategist
Morningstar Explores the Rapid Expansion of Active ETFs
The latest report by Morningstar reviews how active ETFs have grown since the "ETF Rule" in 2019 and other factors
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan…
New Wave of Annuities in TDFs: ‘It’s Complicated’
Morningstar research explores trend that BlackRock’s Fink predicts to become the most-used investment strategy in DC plans