Browsing Tag
Morningstar
146 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.
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…
Target-Date Fund Assets Up, Flows Down
Assets grew but flows slowed, making for good and bad news about target-date funds in the difficult year…
Episode 18—David Blanchett on the Benefit of Downturns and How Target Funds Should Really Be Used
We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once…
How 401(k) Planning and Saving Differs with Remote Workers
Remote working has an impact on retirement planning, specifically in the way employees understand and decide how to…
Lincoln Financial Adds Advisor Managed Accounts Service
Advisor Managed Accounts from Lincoln Financial give RIAs tools to personalize retirement portfolios and help participants reach goals.
4 Retirement Planning Tips for the Self-Employed
Retirement planning for self-employed workers is a growing concern as more Americans turn to independent contracting for work.
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.…