Tag: Morningstar

Rising volatility in leveraged loan and broadly syndicated loan (BSL) markets is forcing institutional investors to rethink how they manage and value their exposures. According...

Morningstar and its subsidiary PitchBook have announced a new integration with AI search platform Perplexity, bringing both companies' research and data into Perplexity's AI-powered...

Pello Companies, an open finance-focused firm, has announced a definitive agreement to acquire ByAllAccounts, a data aggregation technology provider for financial applications, from investment...

Harvest and fincite have published the fourth edition of the WealthTech Radar 2026, a co-authored industry report developed alongside 12 domain experts from firms...

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...

As the wealth management sector continues to attract more people and the marketplace becomes crowded with more providers, data analytics could be an important differentiator.

FinTech Global recently spoke to leaders in the WealthTech space at ByAllAccounts to highlight what WealthTech trends have shaped the first six months of...

The US Federal Reserve has opted to keep interest rates unchanged, a move that was widely anticipated by market participants.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...