Tag: Morningstar

US gears up for open banking revolution but why should wealth...

With the Consumer Financial Protection Bureau’s (CFPB) proposed changes to personal financial data rights, open banking could soon make its way to the US As firms in the country get excited about the development, should wealth managers be taking note?  

Examining the future trends in the WealthTech space

In the dynamic landscape of financial management, Wealthtech, an intersection of sophisticated FinTech and wealth management, has emerged as a transformative force. Morningstar hosts the discussion which delves into the essentiality of user engagement through personalised, data-driven experiences and the integration of diverse, high-quality information to maintain a competitive edge.

Unlock the power of digital currency: How Morningstar can supercharge your...

Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.

WealthTech’s digital transformation: The 4 biggest trends shaping the sector

WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.

From high-quality aggregated data to open banking support – How ByAllAccounts...

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.

Asset owners persistently boost ESG allocations amidst surging challenges

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...

AI and ESG trends transforming wealth management in 2023

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.

Innovations in Wealth Management: PIMFA and Morningstar’s Tech Sprint winners revealed

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.

Navigating ESG transparency: How Position Green enhances portfolio management

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 unveils low carbon transition ratings offering

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

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