News, Comment & Analysis results for Morningstar

People Moves
February 13, 2025

Who's Moving Where In Wealth Management? – Gresham Partners, Integrated Partners, Others

The latest moves, appointments and personnel changes in the North American wealth management

Investment Strategies
December 19, 2024

Fed Cuts Rates; Stance On Easing Hits Stocks - Reactions

Comments made by the US Fed chairman that suggest limited further scope for rate cuts in 2025 went

Technology
December 17, 2024

Focusing On Durable AI Use Cases For Wealth Management

We speak to an innovation platform for the wealth sector about what AI use cases make most sense

Alt Investments
December 2, 2024

MSCI Leans Into Wealth Management With New Indices

Mapping the territory of private market investing can be difficult, but the rewards for capturing

Philanthropy
November 26, 2024

TIFIN Give Enhances Donor-Advised Funds Channel

The firm says the offering enables donors to take a more hands-on approach to their philanthropic

Wealth Strategies
August 27, 2024

Custodians Want To Take Wealth Platforms Out Of The Equation – Report

Charles Paikert, FWR's US correspondent, looks at whether custodians are poised to make the wealth

Strategy
August 1, 2024

More Talent Woes Ahead For RIAs – Schwab Benchmarking Study

A new report from Schwab on recruiting and retaining wealth advisors sheds a sharp spotlight on the

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations

M and A
July 1, 2024

BlackRock Agrees To Buy Preqin For $3.2 Billion

The transaction will be a cash deal, the US asset management group said.

Strategy
June 28, 2024

The Client Experience Is The New Holy Grail

Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth

Comment & Analysis results for Morningstar

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations