Morningstar

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.