Morningstar

The top 20 collected nearly $1 trillion in combined assets.

Even momentum, which has made money in eight of the last 10 years, has plunged in 2019.

Nearly all posted losses over the last year.

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Expect AI to be a growth factor, an expert predicts at Morningstar.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

These double-digit returns came at a price lower than the rest of the sector.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.

Expense ratios were more than twice the industry average.

Promising its tech will provide more features than any target date fund, the investment research giant makes a play for the advisor-managed account market.

The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?