Professional Research Bundle

Download Morningstar’s top research reports for financial advisors:

Covers for three Morningstar reports.
What's included:
  • Morningstar Markets Observer

    Use this quarterly collection of market data charts and analyses to set appropriate risk and return expectations with clients.

  • 2020 Health Savings Account Landscape

    We rank 11 of the largest HSA providers available to individuals and share details on what we consider to be best industry practices.

  • Morningstar Prospects

    A list of up-and-coming or under-the-radar strategies that may be worthy of full coverage in the future.

Get the Bundle