Browsing Tag
Morningstar
150 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.
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.…
Do 401(k) Advisors Add Value? Yes, But …
Smaller 401(k) 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
Analysis of comments on the Department of Labor’s proposed rule regarding ESG investments in retirement plans shows landslide of opposition.
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…