Browsing Tag
Morningstar
133 posts
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
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
Exploring the ‘Annuities in TDFs’ Trend with Morningstar’s Jason Kephart
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan…
New Wave of Annuities in TDFs: ‘It’s Complicated’
Morningstar research explores trend that BlackRock’s Fink predicts to become the most-used investment strategy in DC plans
CITs Dominate Investment Strategies for 2023
Morningstar's latest report finds that CITs are on pace to overtake mutual funds as the most popular target-date vehicle in 2024
U.S. Asset Managers Differ on Environmental, Social Impacts
New Morningstar data today analyzes ESG voting records and policy stances of 10 largest U.S. asset managers
Morningstar Retirement Joins Retirement Advisor Council
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council
The ‘4% Rule’ is Back: Morningstar
Prospects for retirement income look a bit brighter as new research paper raises the safe starting withdrawal rate back to the standard 4%
Personalized IRAs Coming Q1 2024 from New Morningstar Retirement, Envestnet Partnership
New managed accounts offering powered by IRALOGIX will enable asset management firms to offset high cost of administering IRAs with private-labeled solution
HSAs See High Growth, Yet Key Issues Remain
The latest review from Morningstar compares the leading providers in the HSA industry, with Fidelity coming out on top