The Boston-based investment giant’s latest snapshot shows strong gains in operating income, trading activity, and ETF assets.
Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics.
New research shows active mutual funds lag passive peers in 2025, with long-term success still low.
Proposed GROWTH Act may add up to $1,340 in returns, reshaping taxable-account planning.
Latest round of lower expense ratios spans 84 mutual fund and ETF share classes and touches roughly one-quarter of Vanguard’s lineup.
Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.
The deal for RBA would add a $20 billion macro shop and fresh model portfolio firepower to the active manager, which itself is the object of a take-private acquisition.
The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.
The Larry Fink-led asset manager posted strong inflows and fee growth to end 2025, while insisting credit conditions are stable in its core portfolios.
Weekly ICI estimates show $23.34B pulled from long-term mutual funds, while one asset class is attracting significant inflows.
US asset manager transfers C$26B in Canadian funds while retaining portfolio oversight role.
The move to be finalized by mid-2026 would take the active asset manager private as backers pitch AI and tech investment to revive growth.
Launch comes amid post-GENIUS Act push by Wall Street firms to bring money-market strategies and collateral tools onto public blockchains.
Nearly a dozen industry associations signed a letter of support for the Financial Exploitation Prevention Act, which would let mutual fund firms and transfer agents pause transactions if elder abuse is suspected.
The world's largest asset manager, which manages three of the city's pension funds, is on thin ice after allegedly falling short in its climate engagement efforts.
Industry group says policy switch to electronic delivery, overwhelming supported by Americans, could save funds and investors up to $4 billion.
Annual survey data show roughly 73 million households own mutual funds, with 86% of mutual fund-owning households citing retirement as a financial goal.
The multimillion-dollar settlement follows findings that First Trust exceeded industry limits on non-cash perks and misled client firms about the extent of its spending.
Providers target wirehouses and RIAs as active ETF assets top $1 trillion, but distribution and education concerns remain.
The six models, offered in partnership with Envestnet, are designed to help advisors manage affluent and institutional client relationships.
