Browsing Tag
Morningstar
127 posts
Lincoln Financial Adds Advisor Managed Accounts Service
Lincoln Financial Group has added an Advisor Managed Accounts service, which gives a retirement plan’s registered investment advisor…
4 Retirement Planning Tips for the Self-Employed
An increasing share of American workers have found themselves in nontraditional work arrangements over the past 10 years,…
Massive Disparity in Certain Mutual Fund, ETF Flows
ETFs are way up, mutual funds way down. Long-term, open-end mutual funds are on track for their worst…
2020 Top HSA Plan Providers Evaluated
Morningstar is out with its annual assessment of the most prominent Health Savings Accounts (HSAs) available to individuals.…
Do 401(k) Advisors Add Value? Yes, But …
Smaller 401k plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Do 401(k) Advisors Add Value?
Smaller 401(k) plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Analysis Finds 95% of Comments Oppose DOL’s ESG Rule
We knew there was a lot of opposition to the Department of Labor’s proposed rulemaking that would limit…
Mutual Fund Flows Best Since Beginning of COVID
Mutual fund and ETF flows for June were the strongest since January, according to Morningstar. Overall, long-term mutual…
Episode 5: Christine Benz on FIRE, ‘Boring’ Allocations and Correlations in the COVID Crisis
Christine Benz is on FIRE (not literally). The Financial Independence, Retire Early (FIRE) movement has participants aggressively…
Morningstar Honors Target Date Pioneer Jerome Clark for Investing Excellence
Jerome Clark, who founded T. Rowe Price’s target date franchise in 2002 when there were only a handful…