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Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Blog
12 min

Morningstar Investor Perspectives for Advisors: 4 Trends Shaping Client Relationships

Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.

Webinar
60 min

Register Now: Q4 2026 US Market Outlook

On Oct. 13, hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.

Blog
5 min

Faster IPO Coverage in Morningstar's Risk Model: See the Risk Sooner

SpaceX's IPO shows the value of this more accurate, more timely assessment of risk.

Research
25 min

Building the Bridge to Wealth

Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.

All Insights

Showing 1-12 of 1383
On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
Webinar
30 mins

Register Now: Connecting AI to Trusted Data with MCP

On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
On Oct. 15, join Bryan Armour and Dan Culloton to unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
Webinar
30 mins

Register Now: The New Morningstar Medalist Rating Methodology for Semiliquid Funds

On Oct. 15, join Bryan Armour and Dan Culloton to unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
On Oct. 13, hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.
Webinar
60 mins

Register Now: Q4 2026 US Market Outlook

On Oct. 13, hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.
On Oct. 9, Morningstar CEO Kunal Kapoor and director of institutional investor content Lindsey Stewart discuss how asset owners are balancing long-term priorities with immediate market pressures.
Webinar
45 mins

Register Now: What’s on the Mind of Global Asset Owners Today?

On Oct. 9, Morningstar CEO Kunal Kapoor and director of institutional investor content Lindsey Stewart discuss how asset owners are balancing long-term priorities with immediate market pressures.
Explore the utilities sector outlook 2026 and the key utilities industry trends driving growth and top utility stock opportunities.
Blog
4 mins

US Utilities Analysis 2026: Key Utilities Industry Trends Shaping Growth

Explore the utilities sector outlook 2026 and the key utilities industry trends driving growth and top utility stock opportunities.
Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.
Research
25 mins

Building the Bridge to Wealth

Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.
The US nontraded REIT market hit $115B. See how concentration, liquidity, and disclosure gaps are shaping investor outcomes in Morningstar’s report.
Research

Nontraded REIT Landscape 2026

The US nontraded REIT market hit $115B. See how concentration, liquidity, and disclosure gaps are shaping investor outcomes in Morningstar’s report.
Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Blog
12 mins

Morningstar Investor Perspectives for Advisors: 4 Trends Shaping Client Relationships

Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
While consumer spending wavers, segments like cruise lines and international travel offer potential upside for portfolios.
Blog
6 mins

Travel Industry Outlook: Unlock Investment Opportunities in Turbulent Times

While consumer spending wavers, segments like cruise lines and international travel offer potential upside for portfolios.
Blog
5 mins

Active Investment Strategies That Morningstar's Analysts Trust Most Right Now

Traditional asset managers continue to struggle compared to their alternative asset manager peers.
Blog
5 mins

Top Asset Management Trends in 2026

Traditional asset managers continue to struggle compared to their alternative asset manager peers.
Discover key trends in the US gaming industry with our 2026 Gaming Report. Get insights on sports betting, iGaming, casino revenue, and stock valuations.
Research

US Gaming Industry Report: Q3 2026

Discover key trends in the US gaming industry with our 2026 Gaming Report. Get insights on sports betting, iGaming, casino revenue, and stock valuations.

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