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Morningstar launches AI assistant for Direct Advisory Suite to help advisors streamline research and client proposals.

Behind every great passively managed exchange-traded fund (ETF) is an index. Sometimes, those indexes were contrived to sell a product. And in the case of the new Morningstar PitchBook GenAI 20 Index, ...

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

With the conflict in the Middle East driving volatility, Morningstar Research's David Sekera says markets may be undervalued ...

Berkeley initiated a new stake in Morningstar, adding 17,382 shares; the estimated trade size was $3.78 million based on quarterly average pricing. The firm's quarter-end position value rose by $3.78 ...

Private markets are pushing into the retirement system, but new research from Morningstar suggests liquidity, not performance, may prove the bigger challenge for private equity and credit in 401(k)s.

The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar’s position as a ...