Displaying 100 results
Trump Media: A great stock to avoid altogether, advisors say
Stock is a 'great way to destroy wealth' but that may not stop some of the former president's supporters.
Annuities make target dates more complicated
BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.
The complications of investing in China
As performance has dragged for Chinese equities, money has flowed out of funds.
Climate Action 100+ signers colluding? No way, says Morningstar
Analysis of proxy voting records finds “a wide range of voting approaches” among asset managers and asset owners.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
Stocks are high, volatility is low. Time to sell or buy covered-call ETFs?
While yields have dipped for many covered-call ETFs, they’re still above yields on many bond funds and most dividend funds.
Nationwide and Morningstar forge retirement plan partnership
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
Billions flood into bitcoin ETFs amid price surge – just not Grayscale’s
Even as the stock market and gold are at high points, spot bitcoin ETFs have been raking it in, with one of them becoming the fastest ever to reach $10 billion.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
The case for PE in 401(k)s isn’t clear at all, new research finds
There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.
Explore four opportunities to elevate advisor-client relationships
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
Even the world’s No. 1 ESG fund has boosted oil, gas exposure
$5T fund has made a significant increase in fossil fuels since new regs were introduced.
Will employers pass the college planning test?
As federal student loan payments resume, parts of the SECURE 2.0 Act will soon make it easier to save for college or contribute to a 401(k).
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.
