Fiduciary Proposal Comment Period Ends With More Mixed Feedback
The IAA and Morningstar offered conditional support to the Department of Labor’s proposal and the ACLI called for a full...
Tag: Morningstar
Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4%
Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...
Morningstar, Envestnet Partner on Personalized IRAs Targeting All Balance Sizes
The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.
Morningstar Releases Ratings for States’ 529 Plans
Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
HSAs Still Have Room for Improvement, Morningstar Reports
Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...
Q3 Reports Show Growth for Retirement Sector Providers
Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.
Morningstar: ESG Integration Growing Among Institutional Asset Owners
The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
As Health Costs Dominate Budgets, HSAs Continue to Emerge as Retirement Saving Vehicles
Expert says the marketplace has approximately 36 million HSAs, housing more than $100 billion in assets.
ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s
Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.
Managed Account Sponsors Shifting Advisers off Portfolio Management, According to Cerulli
Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced...
Vanguard, Fidelity Top Morningstar’s List of Robo-Advisers
Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.
Vanguard’s ESG Support Half That of BlackRock, State Street
Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
Emotional Needs Outweigh Financial for People Working With FAs
People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...
Investment Product and Service Launches
Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and...
Morningstar Introduces AI Adviser to Aid Evolving Investors
Artificial Intelligence could play a role in scaling investment advice and decisionmaking.
Investment Product and Services Launch
Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.
Marketer Snappy Kraken, Morningstar Launch Adviser Tool for Personalized Content
The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.
TDF Assets Fell 14% in ‘22, but Inflows Stayed Strong
While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
Morningstar Launches Platform to Compare, Sell Annuities
The investment research firm has built the Annuity Intelligence Center for advisers amid a boom in the insurance product due...
Morningstar Raises “Safe” Retirement Withdrawal Rate to 3.8%
Morningstar researchers say higher interest rates and lower equity evaluations will make starting with a 3.8% withdrawal rate safe for...