Morningstar

Morningstar's study suggests that emotional or personal motivations are just as important or even more significant than a need for "functional" professional services.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

Experts from Vanguard say financial advisors and clients see opportunities in active fixed income amid cooling inflation and expected rate cuts.

The three influential figures' presentations at Morningstar's conference offered a primer on navigating a challenging field increasingly driven by technology.

Three veterans with decades of experience shared their time-honed secrets about using investment research in ways that are understandable to clients.

As technology advances, so does the cost and time it takes to deploy new tools. Some firms are choosing to build in-house, while others are partnering with vendors and more specialized tech providers.

Firms like Morningstar and Morgan Stanley that recently rebooted their chatbots with AI models are finding it's transforming how clients and advisors engage chatbots. Is the industry missing an opportunity for growth with their chatbots?

It's not just good for the planet — socially conscious funds have earned solid returns over the past 10 years. Here are the highest performers.

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

Bond values are plummeting right now. But in the longer run, these 20 funds show why it pays to invest in fixed income.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Asset flows into the funds soared last year with the launch of the firm co-founded by Republican presidential candidate Vivek Ramaswamy.

New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.

Sustainability benchmarks are taking over companies and funds that hold their stock. It's how an Hermès Birkin bag can get tagged as good for democracy.

From retirement and inflation to Putin and the best corporate desk toys, we have the details.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

Despite long-term outperformance, many of the leading 20 have suffered short-term losses.

“Some assets are cheap for a reason,” an expert says.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.