Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
Morningstar
Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
More From Morningstar Morningstar
Advisor Works to Bring Low Fees to 403(b)s
Tony Isola is finding a way to provide educators with a simple mix of low-cost, indexed mutual funds.
Q&A: ESG Builds a Sustainable Business
According to Aurelio Bustilho, the CFO of Enel Americas, focusing on ESG helps the company avoid risks and stay competitive.
Q&A: Pushing Companies to Be ESG Aware
Courtney Ranstrom, MBA, CFP, the co-founder of Trailhead Planners, encourages active ownership when it comes to ESG issues.
Q&A: Staying Relevant With ESG Analysis
Todd Ahlsten, the chief investment officer and a portfolio manager at Parnassus Investments, discusses ESG in risk management.
Q&A: Seeing the Risks, a Firm Transitions to ESG
Advisors Sam Ogrizovich and Cristine Marik share how they integrated ESG into their practice.
Q&A: Illinois Raises the Bar on Sustainable Investing
Michael Frerichs, the state treasurer of Illinois, weighs ESG risks in his assessment of long-term value.
Q&A: A New, ESG View of Bond Risks
Fixed-income portfolio manager Steve Liberatore says ESG risks are tied to the long-term viability of issuers.
Q&A: Identifying Opportunities Through ESG Analysis
Masja Zandbergen, the head of sustainability integration at Robeco, discusses how ESG fits into the firm’s strategy.
5 Steps to Master Online Meetings
Here's how to ensure that your next virtual meeting leaves clients feeling connected.
What Advisors Want to Achieve
New survey delves into advisors’ business goals and challenges.
Digital Organization Best Practices for Advisors
Ben Brown lays out a plan for developing your ideal information architecture road map.
The Best Tools for Editing PDF Files
Contributor Ben Brown reviews some of the tools that advisors can use to edit the predominant file format.
On a Mission to Educate
Randy Bruns wants to boost financial knowledge among average Americans.
Return on Time
One of Artisan’s newest managers makes his mark.
Clearing Up Cybersecurity Confusion
What's required, what's best practice, and what the risks are for advisors.
The Death of Liquidity
The move to private markets comes at a cost.
Top Solutions for Securely Exchanging Client Files
These tools make exchanging sensitive client files more secure and less cumbersome.
Take Our Advisor Insights Survey
We’re gathering data to answer advisors’ biggest practice-management questions and benchmark their practices against the industry.
A Different Beat
Lisa Kirchenbauer finds a niche coaching clients through complex transitions.
Are Brokers Acting in Their Clients' Best Interest?
Research says fiduciary rule lessened conflict-of-interest effects on investors.
Heeding Advice
Investors are considering their nonfinancial risks, the way we say they should.
The Top 5 Tasks Advisors Can Outsource to Virtual Assistants
Consider delegating front desk and back office support, as well as bookkeeping and social media management, to virtual staff.
United States