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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

Watch Now: Q4 2026 US Market Outlook

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 1390
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. 27, join Joe Agostinelli and Thomas Aviles as they unpack their research on the attitudes, behaviors, and preferences of today's US financial advisors.
Webinar
60 mins

Register Now: Insights from Morningstar Investor Perspectives - Financial Advisors

On Oct. 27, join Joe Agostinelli and Thomas Aviles as they unpack their research on the attitudes, behaviors, and preferences of today's US financial advisors.
Passive investing continues to gain ground, but active opportunities still exist.
Blog
7 mins

Active vs. Passive Mutual Fund Performance: When Do Active Managers Win?

Passive investing continues to gain ground, but active opportunities still exist.
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.
Discover key trends, leading providers, and emerging players in Morningstar’s Q3 2026 review of Europe’s rapidly growing Active ETF market.
Research

Europe Active ETF Trends

Discover key trends, leading providers, and emerging players in Morningstar’s Q3 2026 review of Europe’s rapidly growing Active ETF market.
Learn how to evaluate long-term funds with Morningstar Direct and a three-part framework: cost-effective, sensible, and repeatable.
Video
5 mins

A Three-Part Framework for Choosing Funds That Last

Learn how to evaluate long-term funds with Morningstar Direct and a three-part framework: cost-effective, sensible, and repeatable.
Active ETF strategies vary widely. Explore five issuer launch paths and evaluate them with Morningstar Direct.
Video
5 mins

Five Ways to Launch ETFs

Active ETF strategies vary widely. Explore five issuer launch paths and evaluate them with Morningstar Direct.
Explore Morningstar's forward-looking Medalist Ratings and their observed relationship with fund flows over time.
Video
3 mins

Understanding Morningstar Medalist Ratings

Explore Morningstar's forward-looking Medalist Ratings and their observed relationship with fund flows over time.
Hear from Bryan Armour and Dan Culloton as they unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
Webinar
30 mins

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

Hear from Bryan Armour and Dan Culloton as they unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
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.
Artificial intelligence has emerged as both a major opportunity and a potential threat for engineering and construction firms.
Blog
4 mins

How Will AI Affect Engineering and Construction Companies?

Artificial intelligence has emerged as both a major opportunity and a potential threat for engineering and construction firms.
AI data center demand lifts gas and renewable power generation in the US. Explore Q3 2026 trends, pricing, and top equity picks.
Research
10 mins

US Renewable Energy Market: 2026 Q3

AI data center demand lifts gas and renewable power generation in the US. Explore Q3 2026 trends, pricing, and top equity picks.

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