Displaying 526 results
Morningstar and iShares team to revamp indexes
iShares Morningstar ETF suite will track Morningstar's new index family
CIOs live in a world of nonstandard data
Retirement plan and investment data seldom come in a common format, making CIOs' jobs trickier
Morningstar makeover confirms I need to keep leaning on stocks
Lessons learned after letting Christine Benz analyze the way I save for retirement
Vanguard, Fidelity fall short in ESG fund ratings
Morningstar gave both asset managers low scores on incorporating ESG factors into investment decisions
Morningstar integrates ESG factors into its overall analysis
The company will use environmental, social and governance risk ratings as part of a new commitment-level evaluation
Illinois, Michigan and Utah top Morningstar’s 529 plan ratings
Its revamped methodology takes into account four criteria
The InvestmentNews Podcast: Portfolio makeovers
Jeff Benjamin and Bruce Kelly talk to Christine Benz of Morningstar about the annual portfolio makeover she hosts.
Avoiding investments that are green in name only
The growing appeal of ESG investing leaves financial advisers shouldering a new level of due diligence
Labor Department’s ESG proposal likely to advance amid overwhelming opposition
More than 95% of nearly 8,700 comment letters opposed the rule, according to a recent study by US SIF
Morningstar rolls out free ESG-screening tool
The four-step platform is designed to identify funds that stand out in the expanding environmental, social and governance universe
FPA moves annual conference online
The association joins large wealth management firms, like LPL Financial and Schwab, in hosting virtual gatherings during the pandemic
Apex Clearing names Tricia Rothschild president
Rothschild spent 26 years at Morningstar, where her final position was chief product officer
Here’s how target-date funds have fared as the market fell, and rose, in 2020
Some TDFs that limited losses during the market dive early in the year came out on top, an analysis of Morningstar Direct data shows
Morningstar, Lipper push for better ESG data
The fund trackers are seeking uniform disclosure and transparency
Morningstar, Morgan Stanley adopt new content management tool
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
Fintechs zero in on Reg BI as deadline looms
Technology providers are deploying tools to help advisers brace for new regulatory requirements
The push to allow CITs in 403(b)s
A bipartisan bill to amend the Internal Revenue Code hints at more attention to the issue, according to a report from Morningstar
Borzi challenges SEC to use Reg BI to attack revenue sharing conflicts
The architect of the DOL fiduciary rule remains skeptical of the SEC measure
Bond funds see record $74B in net flows in May
Equity funds suffered net outflows, according to Morningstar
Retirement planning fintech highlights tax impacts on clients
The Timelineapp tool helps advisers decide the best combination of tax-deferred and brokerage account withdrawals for clients
