Browsing Tag
Morningstar Investment Conference
15 posts
2025 Morningstar Conference to Tackle Alternative Investments, Value Creation
Agenda released today for big annual event June 25-26 in Chicago, which also hones in on transformative developments in retirement planning and influence of geopolitical dynamics on investment decisions
5 Key DC Trends from New Morningstar Retirement Report
Just-released inaugural report offers an in-depth look at the trends and forces reshaping 401k plans—where the findings may surprise you
Investors Saved Nearly $6 Billion in Mutual Fund Fees in 2019
Research behemoth Morningstar found the average mutual fund expense ratio dropped from 0.48% to 0.45% in 2019. This…
Control ‘Lifestyle Creep’ Through Retirement Saving
Did your clients (plan participants) recently receive raises? If yes, did you also recommend they increase the amount…
4 Finance Ideas for More Female Engagement: Sallie Krawcheck
In her typically blunt style, Sallie Krawcheck delivered the lunchtime keynote at Morningstar’s Investment Conference in Chicago late…
401(k) Target Date Allocations: Potential Problems for Retirement Plan Advisors
How are target date funds performing? “It depends on the series, and the glide paths within the series,”…
Robo Advisors Have Small Fraction of 401(k) Market, But Growing Rapidly: Morningstar
Relax, retirement plan advisors—robo advisors only have a fraction of a percent of defined contribution assets. While it…
Millennial 401(K) Savers Have Better Financial Habits than Baby Boomers: T. Rowe Price
A new survey finds those “tech-obsessed, entitled” millennials with 401(k)s are generally living within their means and more…
401(K) Auto-Enrollment: ‘Great Tool, but Incomplete’
“401(k) auto-enrollment is the single most powerful thing we have to increase participation,” said Steve Wendel, before adding, “it’s…
Target Date Funds Receive High Marks from Morningstar Analysts
Target-date funds were widely praised by Morningstar analysts during the research firms opening festivities at its investment conference…