Browsing Tag
Morningstar
153 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
401(k) News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
IRI Expert Weighs in On Morningstar Update to 4% Rule
In light of recommended change to longstanding rule of thumb, Insured Retirement Institute’s Frank O’Connor says annuities can protect retirement portfolios while delivering lifetime income
3.3% Safe Withdrawal Rate is the New 4%: Morningstar
When it comes to a safe withdrawal rate for retirees, 4% has long been the accepted standard. A new report from Morningstar Research lowers that, but also offers ideas for how the rate could actually exceed 4%
Episode 36: Morningstar’s Christine Benz Defends Target-Date Funds from Recent Attack, Describes Possible End to Backdoor Roths
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week…
Top 11 Health Savings Accounts Rated by Morningstar
Fees continue to decrease. However, they vary amongst providers
Allianz Life Annuity Added to Morningstar Retirement Manager
In another step forward into the defined contribution market, Allianz Life announced today that it has teamed up…
David Blanchett Leaves Morningstar for Quant Shop QMA
Morningstar’s David Blanchett is making a move. The high-profile head of retirement research with the Chicago-based Morningstar announced…
How to Vet Target-Date Funds
Target date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. It is a rich variety to choose from and at the same time may add to one’s perplexity. So, how do plan sponsors evaluate a TDF series?
Why Guaranteed Income Matters Now: Broadridge Fi360 Conference
“Now more than ever it needs to be considered as part of a financial plan,” David Blanchett said…
How Proxy Voting Could Help 401(k) Participants Meet ESG Priorities
Demand for ESG investing has risen dramatically in recent years, but you’d hardly know it judging by the…