Browsing Tag
Morningstar
131 posts
Corporate Roundup: GWN Welcomes CEO, Morningstar Partners with SS&C Technologies
The latest news from Global Wealth Management, Morningstar, SS&C Technologies, Wilmington Trust, and more
February 14, 2025
Saver’s Match Could Solve the Retirement Savings Gap: Morningstar
Using a Morningstar model, the firm observes that the SECURE 2.0 provision could lead to higher savings among groups
January 29, 2025
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
December 12, 2024
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
December 11, 2024
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
September 26, 2024
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
September 10, 2024
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
August 12, 2024
401(k) Participation ‘Significantly Lowers’ Risk of Retirement Shortfalls: Morningstar
New model predicts 45% of American households will run short of money in retirement
July 30, 2024
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
June 7, 2024
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
April 25, 2024