Morningstar

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.