Morningstar released its 2025 Awards for Investing Excellence today, recognizing portfolio managers for their sustained excellence over the past year. The awards this year consisted of outstanding portfolio managers in equity, fixed income, and allocation. The portfolio manager awards recognize "an individual or team who has produced exceptional returns over the long term." Additionally, an award was given for exemplary stewardship, which is given to an asset manager "that has shown an unwavering focus on serving the best interests of investors."
Morningstar's Investing Excellence awards come on the heels of InvestmentNews' 2025 Awards, which recognizes the best and brightest in the wealth management industry.
Timothy Strauts, head of Morningstar's manager research in North America, said of the winners, "This year’s award winners have delivered impressive results by staying grounded in their research-driven investment processes. We’re proud to recognize their work and the value they’ve created for investors."
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
