Browsing Tag
Morningstar
133 posts
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
Corporate Roundup: Pentegra and Ascensus Hires, Morningstar Awards
Nationwide and Fidelity announce their latest collaboration, Pentegra and FuturePlan by Ascensus name new hires, and more
2023 Morningstar Awards for Investing Excellence Finalists Revealed
Winners in the “Outstanding Portfolio Manager” and “Exemplary Stewardship” categories will be announced March 21
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
Morningstar Inches Closer to 4% with 3.8% Safe Withdrawal Rate
Despite inflation and market volatility, recent research from Morningstar raises the withdrawal rate from 3.3% in 2021
Morningstar Study Analyzes Top Retirement Systems Around the Globe
The recent paper dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems
Who’s Leading in Health Savings Accounts?
Fee schedules remain high and vary across providers