Tag: Morningstar

Morningstar has unveiled a new suite of products designed to bolster compliance with the EU's Sustainable Finance Action Plan.

In an era marked by rapid technological advancements and significant socio-economic shifts, the global wealth management sector is undergoing a transformative phase.

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. Speaking to those same companies, the industry leaders offer an insight into the trends that will shape the remaining months of 2024. 

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. 

Morningstar has announced the appointment of Michelle Cameron as the new Commercial Leader for Sustainalytics, their dedicated ESG research and ratings division.

Morningstar, Inc., a leading provider of independent investment insights, has announced the launch of the Morningstar Developed Markets LGBTQ+ Leaders Index.

Harnessing the power of financial data aggregation is becoming increasingly crucial in the investment world, particularly when integrating environmental, social, and governance (ESG) performance...

Navigating ESG integration presents unique opportunities for differentiation but also brings challenges from a data management perspective.

Miscommunication between financial advisors and their clients can lead to misunderstandings that, while seemingly minor, have the potential to damage professional relationships significantly.

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.