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The 4% rule is back, but it’s not really a rule
A 4% withdrawal rate in retirement can be a place to start, research from Morningstar suggests, but one planner calls it 'simple and dangerous.'
HSA fees fall, but their use as investment vehicles remains limited
'Just as we deliver education for 401(k)s, we need to do the same thing in the HSA space … to help plan participants and sponsors understand just how powerful these vehicles can be,' says a financial advisor.
SEC AI proposal would hurt retirement savers, industry group warns
Some trade associations want the SEC to withdraw the measure. 'There is nothing for the chairman to do other than throw it in the garbage,' says the head of the American Securities Association.
Sustainable fund outflows aren’t fazing advisors
Performance has turned around for ESG-themed funds in recent months.
Is tobacco ESG-friendlier than Tesla? Funds, investors don’t think so
Less than 1% of active sustainable funds have investments in tobacco producers, data from Morningstar Direct show.
Anti-ESG funds started with roar, tapered to meow, report finds
Sales were strong late last year amid several ETF launches in this category, but have since slowed, according to Morningstar.
ESG funds spurned for safer bets in Q1
US investors pulled $5.2 billion from environmental, social and governance funds last quarter, according to a report by Morningstar.
Transparent gender data paves way for reaping gender-driven results, advocates say
Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.
Do clients want to invest in sustainability? You’re asking the wrong questions
It isn't just a matter of identifying clients who are interested, but of removing whatever obstacle is keeping them from investing.
Morningstar gives top grades to Michigan, Utah 529 plans
The annual analysis of state-sponsored college savings plans also shows a trend toward fee compression.
Morningstar Wealth jumps into the direct indexing game
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
Liquid alts funds see inflows while mutual funds see record outflows
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
10 best HSAs for investing in 2022
Morningstar’s ranking of health savings accounts factors in menu design, the quality of the investments offered, the cost to investors and the investment threshold.
Morningstar probed by Missouri over its ESG evaluations
The state attorney general is looking at whether the company or its Sustainalytics unit violated a consumer protection law or another law that prevents the state from entering into contracts with companies that boycott goods or services from Israel.
Will a target-date fund crash bury the boomers?
A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.
BlackRock tilts the tables on ESG toward value stocks
A note circulated by the Wall Street giant has triggered a rethink across the industry.
Fintech Bytes: Vise, CapIntel and Morningstar
Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.
Direct indexing offers advisers opportunities to engage with clients
The best use cases for direct indexing are personalization and tax strategies, said a speaker at the Morningstar conference.
Morningstar panel lays out challenges, opportunities of net-zero goals
As companies commit to net-zero or emissions-reduction targets, one concern is whether their investment in reducing emissions will come at the expense of money spent on competing in the marketplace.
Strong returns for alternatives attract flows, but advisers should tread carefully
The point of investing in alts is to adjust the risk weighting in a portfolio, so advisers need to identify the risk they're seeking to address, said panelists at the Morningstar Investment Conference.
