Displaying 107 results
AssetMark to snap up multibillion-dollar TAMP business from Morningstar
The strategic alliance will see $12B in TAMP assets switch hands, with more advisors and clients gaining access to AssetMark’s industry-leading platform.
Morningstar launches index tracking LGBTQ+ inclusive companies
New index adds to firm's growing range of socially focused indexes.
NY Life backs away from semi-transparent ETFs
Latest move is more evidence the structure has not taken off as expected, says industry expert.
BlackRock kills 15 funds, including remote-work ETF
The biggest sustainable investment manager in the US is also cutting six such products.
What an outsider CEO could mean for Vanguard
Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.
Active ETFs are on a roll
There has been an explosion in the number of products and total assets in active ETFs – and things might just be getting started.
Big asset managers silent over ESG backlash
Regulatory uncertainty, performance, and politicization has discouraged some advisors and fund shops.
Trump Media: A great stock to avoid altogether, advisors say
Stock is a 'great way to destroy wealth' but that may not stop some of the former president's supporters.
Annuities make target dates more complicated
BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.
The complications of investing in China
As performance has dragged for Chinese equities, money has flowed out of funds.
Climate Action 100+ signers colluding? No way, says Morningstar
Analysis of proxy voting records finds “a wide range of voting approaches” among asset managers and asset owners.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
Stocks are high, volatility is low. Time to sell or buy covered-call ETFs?
While yields have dipped for many covered-call ETFs, they’re still above yields on many bond funds and most dividend funds.
Nationwide and Morningstar forge retirement plan partnership
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
Billions flood into bitcoin ETFs amid price surge – just not Grayscale’s
Even as the stock market and gold are at high points, spot bitcoin ETFs have been raking it in, with one of them becoming the fastest ever to reach $10 billion.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
The case for PE in 401(k)s isn’t clear at all, new research finds
There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.
Explore four opportunities to elevate advisor-client relationships
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
Even the world’s No. 1 ESG fund has boosted oil, gas exposure
$5T fund has made a significant increase in fossil fuels since new regs were introduced.
Will employers pass the college planning test?
As federal student loan payments resume, parts of the SECURE 2.0 Act will soon make it easier to save for college or contribute to a 401(k).
