Beyond the FINRA Suitability Comfort Zone
Regulation Best Interest’s changes require brokers to bridge the gap in their current suitability process and rethink the role of the advisor.
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How to Avoid Risk in Dividend-Paying Stocks
Why equity-income investors should care about financial health.
Morningstar’s ESG Indexes Protect on the Downside
A look at the risk profiles of our ESG indexes.
Dividends vs. Buybacks? How Investors Can Incorporate Both
The Morningstar U.S. Dividend and Buyback Index reflects new market dynamics
What’s Holding Advisors Back From Effective Marketing?
Morningstar survey explores the priority and pain points of marketing for financial advisors
Asset Managers Should Scrutinize Index-Licensing Fees
Lower index-licensing fees would help investors and managers alike
Why Financial Advisors Should Operate as Financial Coaches—And How to Do It
Today’s advisors can set themselves apart by adopting a more holistic approach to goals-based investment planning
How to Align Your Investments With the U.N. Sustainable Development Goals
A Morningstar® Index that combines ESG criteria with data on geographic revenue sourcing
How Quality Client Data Can Help Tell a Holistic Story
Ask yourself these three questions before choosing a data aggregator
4 Pitfalls to Avoid When Replacing 401(k) Plan Investments
How can 401(k) plan sponsors work to maximize returns for employees?
Does Changing 401(k) Plan Investments Help Employees?
Morningstar research suggests that retirement plan fiduciaries can monitor investments to drive higher returns for employees
What to Know About the Trend Toward Institutional Investing
Understand the impact and implications of an investing world gone institutional
A New Focus on ESG Risk in Investment Portfolios
A look at what’s behind the enhanced Morningstar Sustainability Rating™
Some Country Indexes Look Far Beyond National Borders
Data from Morningstar’s Revenue Exposure by Region tool illuminates an interconnected world
What Goes Into Better Bond Indexes
Morningstar's new bond indexes help define and structure a complex bond market
How Sticky is Your Plan’s Default Investment?
Why participants tend to accept and remain in the 401(k) plan default investment
Planting Sustainable Investing in Your Practice
Advisors have an opportunity to help investors achieve their financial goals without sacrificing their values
5 Reasons to Use a Holdings-Based Style Analysis for Risk Assessment
The value of reviewing a current portfolio versus reviewing past returns
Managed Retirement Accounts: The Value of Advisors and Consultants
Debunking the myth of a diminished role
ESG Investing Performance Analyzed
Morningstar Indexes show sustainability is good for business
A Unique Approach to Technology Investing
The Morningstar® Exponential Technologies Index℠ identifies innovation across the economy
Reducing Carbon-Risk to Improve Investment Outcomes
A new index family goes beyond traditional low-carbon investing
Which Markets are Prepared to Transition to a Low-Carbon Economy?
The U.S. rank will surprise you
3 Ways Advisors Can Evaluate Funds With ESG Factors
How sustainable investing solutions can help your clients better understand their portfolios
How to Select Dividend-Paying Stocks with Morningstar Metrics
Why dividend investors should worry less about interest rates and more about moats
What Factors Drive Fund Flows?
Lower fees, greater portfolio concentration, and higher firm quality continue to capture investor preferences
Sustainability Isn't Just for Rich Countries: A Map of the World's ESG Leaders
We illustrate which markets lead in sustainability
5 Wealth Management Software Benefits for Advisors
Why advisors should seize the potential of cloud computing
Why to Rethink Your Plan’s Core Investment Menu
Reducing retirement plan investment options might not always help investors
Financial Advisor Technology: How Does Your Firm Compare?
What our advisor survey tells us about technology overload
Using Employee Data to Help Choose a Retirement Solution
How basic employee details can inform a retirement benefits decision
Why Using Target-Date Funds as a QDIA Is Outdated
A look at how investment options have evolved for plan sponsors
How the Morningstar Wide Moat Focus Index Performed in its First 10 Years
The index outperforms the broad market in 10-year growth
Raising the Bar for Investors
How financial advisors are lifting the industry for investors
What Investors Should Know About Fund Advertising
The role of marketing in investment decision-making
Global ESG Investing Trends: Which Countries are Leaders?
Morningstar Sustainability Atlas evaluates global equity markets on ESG criteria
Analyzing the Performance of the Morningstar Sustainability Indexes
Sustainability indexes score well on returns, volatility, quality, and financial health
6 Marketing Strategies for Financial Advisors
Lessons learned from 3 decades of providing financial planning advice