Morningstar to Advisors: It’s All About You
At the conference, Kunal Kapoor discussed Morningstar's latest initiatives to help advisors with their research and practice management needs.
Funds to Watch: What Investors Are Eyeing Now
Morningstar's most-researched funds list reveals some possible portfolio trends among advisors and investors.
Morningstar's Advisor Workstation: One Advisor's Review
As Principia moves to the cloud, I took a new look at Advisor Workstation, and liked what I saw.
Morningstar Expands Equity Coverage on 28,000 Companies
Morningstar's new ratings are based on statistics and analyst-driven equity ratings as well as earnings yield, average daily volume and total return volatility.
Morningstar’s Most-Researched Investments Offer Up Surprises
Advisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.
Morningstar Maintains Focus on Integrating Research and Technology: Schwab Impact
For Chicago-based research firm Morningstar, “efficient” and “effective” are more than simply corporate-speak.
Morningstar Announces New Variable Annuity Comparison Tool
Morningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.
Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture
The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.
What Morningstar’s FeeCheck Tells Us About AUM Fees
A new widget on Advisor Workstation allows you to compare the fees and commissions you charge with some of your peers. Is it worth your while?
Morningstar's Phillips Talks to AdvisorOne About Launch of New Analyst Ratings for Funds
Morningstar on Tuesday plans to launch in the United States its initial set of new global Analyst Ratings for funds and accompanying research as well as Global Fund Reports.