Browsing Tag
Morningstar
153 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
$600B in Annual Outflows Dents DC System Growth: Morningstar
New report finds rollovers and cashouts have significantly reduced total DC assets, but system growth persists as CITs continue to gain traction
Utilizing Complex Strategies to Solve Retirement Withdrawal Decisions
Report from Morningstar details strategies for retirees to spend more during retirement
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
Morningstar’s 2026 Target Date Fund Landscape report finds continued dominance of TDFs, falling fees for investors, and growing use of CITs as plan sponsors seek lower-cost retirement defaults
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Plus, news from Empower, Waverly Advisors, CAPTRUST, and more
Advisors Look to AI for Client Outreach
Morningstar’s latest report also highlights private market investments and evolving client demands as key takeaways for advisors
Managed Accounts May Drive Higher Wealth Values
Morningstar uses its newest framework to analyze how managed account usage could impact retirement across several participant segments
CFP Board Taps New Chair, AB Appoints President
Plus, the latest news from The Retirement Advantage, Financial Planning Association, FINRA, Morningstar, and more
Capital Group, KKR Expand Partnership, CFP Board Releases Exam Results
Plus, news from 401GO, Morningstar, Lincoln Financial, and more
Flexible Strategies Can Surge Starting Safe Retirement Withdrawals
Some approaches could raise starting withdrawals to 5.7%, finds Morningstar
Asset Location in Managed Portfolios: Don’t Leave Free Lunch on the Table
New Morningstar research details how proper asset location can save meaningful dollars during decumulation without cutting spending or adding risk