Displaying 107 results
Morningstar, Envestnet team up to revolutionize IRA advisory space
New solution will enable asset managers to empower small-balance IRA holders.
Faith-based investing on the rise as world grows more chaotic
ESG may have dominated the headlines, but faith-based investing has steadily – and quietly — been on the rise.
More ‘ESG’ funds folding this year, but others are taking their place
Even as big players like BlackRock close funds that failed to gain assets, they continue filing for new ones.
Morningstar to cut 12% of Sustainalytics staff
More than 200 people expected to lose their jobs.
What proxy votes show about how dead ESG is
Support is down among big fund companies, but they haven't really changed their stances, and they're far from leading on sustainability issues.
Are we set for a bonds bonanza?
BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.
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.
ESG returns rebound, taking some gas out of performance debate
There are lessons in the data for politicians who are pro- or anti-ESG, but the numbers might be dismissed.
ESG risks facing biopharmaceutical firms
Pricing, product governance and legal liabilities are some of the factors to consider when assessing drug companies.
Investors want AI-powered advisors, and fintechs race to meet demand
Most clients believe AI will help their advisors, a Morgan Stanley report finds.
Asset managers hash out the future of the 60/40 portfolio
For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.
Schwab’s Liz Ann Sonders says return to normal could be a rocky ride
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Morningstar brings competing model portfolios onto its proprietary platform
BlackRock, T. Rowe Price, Fidelity and Clark Capital will get shelf space alongside Morningstar's own models.
How to avoid being fired by your clients
A Morningstar report shows most clients want to feel connected to their advisor beyond just their investment account.
Not investing in ESG doesn’t make you anti-ESG
As the environmental, social and governance space evolves, we're learning that the value from an investment perspective is not always best, even if it's always good.
Financial advisors are jumping on the bull market bandwagon
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
Voya, Morningstar jointly roll out advisory services for 401(k) savers
Voya says its new program will provide greater support for plan participants when it comes to retirement saving, including tailored investment advice and managed accounts.
Redtail integrates with Flourish, Morningstar partners with Asset-Map
Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
Love it or hate it, ESG has been around for decades — and it isn’t going away
Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.
Why you’re wrong about direct indexing
The strategy is meant to help advisors more precisely tailor a portfolio to a client's unique circumstances.
