News, Comment & Analysis results for Morningstar

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors

Technology
May 29, 2025

Digital Digest: The Latest Tech News – TIFIN, HUB International

The latest technology news in the wealth management sector from around the world.

Strategy
April 23, 2025

Tech Is Core Of Wealth Industry But Human Element Vital As Ever – SEI

We talk to US-headquartered SEI and its private banking and wealth management head about

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management - February 2025

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

People Moves
February 13, 2025

Who's Moving Where In Wealth Management? – Gresham Partners, Integrated Partners, Others

The latest moves, appointments and personnel changes in the North American wealth management

Investment Strategies
December 19, 2024

Fed Cuts Rates; Stance On Easing Hits Stocks - Reactions

Comments made by the US Fed chairman that suggest limited further scope for rate cuts in 2025 went

Technology
December 17, 2024

Focusing On Durable AI Use Cases For Wealth Management

We speak to an innovation platform for the wealth sector about what AI use cases make most sense

Alt Investments
December 2, 2024

MSCI Leans Into Wealth Management With New Indices

Mapping the territory of private market investing can be difficult, but the rewards for capturing

Philanthropy
November 26, 2024

TIFIN Give Enhances Donor-Advised Funds Channel

The firm says the offering enables donors to take a more hands-on approach to their philanthropic

Comment & Analysis results for Morningstar

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations