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Morningstar
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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.
Annuity-Integrated TDFs Reach Momentum
Assets in target-date funds with annuities secured $42 billion as of March, up from $25 billion the year prior
Stadion, Morningstar Offer Tailored Managed Account Experience with Lincoln
The offering is now available to plans on Lincoln Financial’s Alliance Platform
Raising Retirement Coverage With Access and Auto-Enrollment
A Morningstar analysis uncovers how additional access to the Saver’s Match and increases to automatic enrollment could further savings
Traditional Portfolios Outperform Diversification in the Long-Term
60/40 model proves reliable even as diversification tactics saw higher gains last year, finds Morningstar
When “Set It and Forget It” Becomes a Liability
What the Bloomberg 401(k) Lawsuit and Others Warn Us About Ongoing Fund Monitoring
$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