Tag: Morningstar

Experts say defined contribution plan advisers and sponsors should build portfolios ‘like an institution.’

Morningstar reported that semiliquid funds contain nearly $600 billion in net assets, as of March.

According to Morningstar, younger savers especially can benefit from compounded interest.

The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

While direct contribution plans surpassed $10 trillion in assets by the end of 2024, asset leakage remained persistent.

The most-used vehicle in the target-date market since 2024, collective investment trusts continue to dominate to the tune of 20%...

Data show retirees are holding back, but not for fear of running out of money.

Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

The collective investment trust series is supported by funds from eight asset managers.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to 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.