Browsing Tag
Morningstar
129 posts
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
U.S. Fund Fees Steadily Declined in 2022
Morningstar finds the asset-weighted average expense ratio of U.S. funds fell from 0.40% in 2021 to 0.37% in 2022
Investors Exceedingly Hire Advisors for Emotional Reasons
A Morningstar survey looks at the behavioral component surrounding investor and advisor relationships
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
Voya Establishes Advisory Services Solution for Retirement Plan Participants
The solution provides broader access to advice services for participants in Voya-administered retirement plans