Tag: Morningstar

PIMFA WealthTech, the innovation arm of the Personal Investment Management & Financial Advice Association (PIMFA), has partnered with Morningstar to launch a new AI-focused Tech Sprint, aimed at solving key operational challenges in the wealth management sector.

FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.

It has nearly been a decade since the EU launched its open banking rules, but has open banking lived up to its potential?

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...