Browsing Tag
Morningstar
127 posts
5 Frustrating Facts About Female 401k Fund Managers
The number of women in the 401k industry specifically, and financial services overall, is frustratingly low. A new…
Morningstar Names Kunal Kapoor CEO to Replace Founder Mansueto
Research and consulting bigwig Morningstar announced Tuesday that Kunal Kapoor will take over from founder Joe Mansueto as…
Morningstar to Launch Broker-Dealer Focused 401k
“Offering a retirement plan has never been easier.” It raises the question—for whom? Morningstar said it will launch…
More Pain for Active Management
It’s fine to loved, fine to be hated, but awful to be pitied. Active management just can’t catch…
Passive Mutual Funds Beat Active Funds in June
It’s getting bloody, and spectators are about to beg active mutual funds to “stay down.” Chicago-based research and…
New 401(k) Fiduciary Designation from Morningstar, ARA
Time to add more letters to the business card. Chicago-based research behemoth Morningstar has teamed with the American…
What’s Bogle Think of ‘Brexit?’
Morningstar spoke with John Bogle last week about a variety of investing topics, “Brexit” (or England’s vote to…
Equity Loses, Fixed Income Gains on Brexit Possibility
Fears across the pond have fixed income funds flying high. Research behemoth Morningstar reported U.S. mutual fund and exchange-traded fund (ETF) asset…
Why 401k Target Date Funds Went Crazy in 2015
A new report from research and consulting behemoth Morningstar finds target-date funds reached an all-time high in 2015…
Passive Boom: $1 trillion Could Move to Index Funds if Fiduciary Rule Implemented
Here’ another reason to love or hate the Department of Labor’s fiduciary rule (depending on one’s perspective). Reuters…