What Investors Value in Financial Advisers
Morningstar revealed that investors prioritize personalized financial advice and goal-based planning.
Tag: Morningstar
Where is the Disconnect Between Employers and Employees?
Payroll Integrations finds that employers pay for benefits their workers think are not very important.
AssetMark Acquires $12 Billion in Wealth TAMP Assets from Morningstar
Morningstar Wealth TAMP clients and advisers will gain access to AssetMark’s platform, while advisers using AssetMark can access to Morningstar’s...
Evaluating a Retirement Income ‘Easy Button’
Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.
Race, Gender Disparities Still Evident in Retirement Account Balances
Even when accounting for salary and tenure, the gap still exists.
Product & Service Launches – 3/14/24
Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.
Product Partnerships – 2/21/24
Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe...
Product & Service Launches – 1/18/24
Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...
Fiduciary Proposal Comment Period Ends With More Mixed Feedback
The IAA and Morningstar offered conditional support to the Department of Labor’s proposal and the ACLI called for a full...
Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4%
Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...
Morningstar, Envestnet Partner on Personalized IRAs Targeting All Balance Sizes
The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.
Morningstar Releases Ratings for States’ 529 Plans
Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
HSAs Still Have Room for Improvement, Morningstar Reports
Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...
Q3 Reports Show Growth for Retirement Sector Providers
Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.
Morningstar: ESG Integration Growing Among Institutional Asset Owners
The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
As Health Costs Dominate Budgets, HSAs Continue to Emerge as Retirement Saving Vehicles
Expert says the marketplace has approximately 36 million HSAs, housing more than $100 billion in assets.
ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s
Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.
Managed Account Sponsors Shifting Advisers off Portfolio Management, According to Cerulli
Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced...
Vanguard, Fidelity Top Morningstar’s List of Robo-Advisers
Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.
Vanguard’s ESG Support Half That of BlackRock, State Street
Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.