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Morningstar ranks best and worst robo-advisers
The latest study from the financial services firm found that top advice-oriented providers offer fairly comprehensive planning tools, ranging from online advice only to one-on-one human financial advisers who are just a phone call away.
Net contributions to target-date funds topped $170 billion in 2021
Roughly 86% of last year's net inflows went into collective investment trusts, which now hold 45% of total TDF assets.
What’s America’s favorite TAMP of 2022?
The competitive landscape for turnkey asset management platforms is heating up after providers landed millions in new assets during the pandemic, when advisers were desperate for any technology that could keep them up and running.
Morningstar partners with Hueler on annuities
Morningstar Retirement Manager will use Hueler's platform to help individuals include guaranteed income products in their retirement plans.
Investment firms watching 401(k) market for ESG growth
Fidelity has around $7.4 billion in DC plan assets in ESG options and last year added seven funds to its sustainable lineup.
Morningstar boosts focus on wealth management
Daniel Needham will head up the new unit, which will include existing functions such as managed portfolios, portfolio management software and investment data aggregation.
Kuh named Morningstar Indexes’ first head of ESG strategy
The former head of ESG indexes at MSCI will help drive sustainable investment initiatives.
Target-date fund sales back up after a dip in 2020
The products had net inflows of $23.9 billion, a significant increase from the $6.7 billion in outflows seen in 2020, according to a report from Morningstar.
The most powerful financial motivator you’ve never heard of
A client's mental time horizon — how far into the future they think about their finances — can affect how much they save and their overall financial health.
Lincoln will provide guaranteed income in new PEP
The product, called OpenPEP, has customized investment options that can be used as the default.
Morningstar’s best and worst 529 plans
As of August, 529 programs represented about $437 billion in assets, according to the investment research firm. The rankings include 62 total plans, accounting for about 97% of the industry by assets.
The latest in financial #AdviserTech — October 2021
This month’s #AdviserTech roundup includes Franklin Templeton’s purchase of O’Shaughnessy Asset Management and its Canvas direct index platform; Morningstar’s acquisition of Moorgate Benchmarks; Betterment for Advisors’ shift from TAMP to RIA custodian competitor; and the SEC’s inquiry into when fintech-driven nudges become bona fide investment advice.
Morningstar jumps into PEPs market with ESG plan
Morningstar and Plan Administrators Inc. are planning to launch the pooled employer plan early next year, pending a final rule on environmental, social and governance factors from the Department of Labor.
What we talk about when we talk about risk profiles
Client risk profiles can be messy and complex, and even the language is confusing. Here are guidelines advisers can use to properly vet the tools they use to create client risk profiles.
Financial advisers hone their focus on ESG strategies
As investor demand grows, advisers are realizing they need to step up their ESG game.
Morningstar acquires Moorgate Benchmarks
The deal for the London-based index firm expands Morningstar’s reach in Europe.
Average fund expense ratio now 0.41%, Morningstar finds
The average expense ratio on funds last year was less than half of what it was in 2000, according to Morningstar's annual study of fund fees.
The latest in financial #AdviserTech — August 2021
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
When knowledge backfires
Understanding what a company does can skew our perceptions of the risk of investing in the company.
Sustainable fund assets grew 12% in Q2: Morningstar
Inflows to 4,929 funds worldwide fell 24% from the first quarter’s record $184 billion, according to a Morningstar report.
