Tag: Morningstar

The purchase includes the CRSP Market Indexes—the benchmarks for more than $3 trillion in U.S. equities—and historical stock market data.

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were...

Investors can better prepare for financial blows by limiting their exposure to equity, by considering risk—and by making more in...

Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.

Morningstar revealed that investors prioritize personalized financial advice and goal-based planning.

Payroll Integrations finds that employers pay for benefits their workers think are not very important.

Morningstar Wealth TAMP clients and advisers will gain access to AssetMark’s platform, while advisers using AssetMark can access to Morningstar’s...

Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.

Even when accounting for salary and tenure, the gap still exists.

Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.

Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe...

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...

The IAA and Morningstar offered conditional support to the Department of Labor’s proposal and the ACLI called for a full...

Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...

The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.

Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.

Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...

Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.

The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.