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."
A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
