Tag: Morningstar

Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello - head of data strategy and governance at Morningstar Wealth - recently sat down with FinTech Global to explore how ByAllAccounts is helping wealth technology enterprises, platforms and the wealth managers they serve improve their use of data.

A survey by Morningstar has found asset owners continue to increasingly allocate resources into strategies that integrate ESG factors. In the comprehensive report titled “Voice...

Economic uncertainties have seen Western economies grapple with challenges such as high-interest rates, amidst geopolitical issues like the war in Ukraine. This ripple effect has significantly impacted the wealth management sector.

PIMFA WealthTech, a FinTech and digital market network renowned for bridging the gap between FinTechs and the Wealth Management sector, has partnered with Morningstar to disclose the outcomes of their pioneering joint venture.

The call for more sustainable offerings from limited partners coupled with tightening ESG regulations has posed a significant challenge for general partners (GPs). Their primary concern? Procuring reliable and accurate ESG data from the firms within their portfolio.

Morningstar Sustainalytics, a global provider of ESG research, ratings and data, has launches its low carbon transition ratings.

Morningstar, an investment research firm, has launched Morningstar Global Sustainable Activities Involvement Indexes (SAI).

FinTech platform The Tifin Group raised $22m in Series B funding from JP Morgan and others with the aim to become a one-stop shop for wealth and asset management.

Female-focused investment platform Ellevest has closed a $34.6m financing round led by Rethink Impact.

KeyBank National Association has acquired personal finance guidance platform HelloWallet from Morningstar.