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Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.
Blog
12 min

Morningstar Investor Perspectives for Advisors: 4 Trends Shaping Client Relationships

Explore how US financial advisors can build client relationships with insights from Morningstar Investor Perspectives for Advisors 2026 survey.

Webinar
60 min

Watch Now: Q4 2026 US Market Outlook

Hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.

Blog
5 min

Faster IPO Coverage in Morningstar's Risk Model: See the Risk Sooner

SpaceX's IPO shows the value of this more accurate, more timely assessment of risk.

Research
25 min

Building the Bridge to Wealth

Just over 10% of advisors’ wealth clients come from DC plans today, even though 90% of advisors are looking to grow their wealth practice.

All Insights

Showing 1-12 of 1925
On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
Webinar
30 mins

Register Now: Connecting AI to Trusted Data with MCP

On Oct. 28, Morningstar experts will explain how Model Context Protocol (MCP) is changing the way financial services organizations connect AI to investment research, analytics, and market data.
On Oct. 27, join Joe Agostinelli and Thomas Aviles as they unpack their research on the attitudes, behaviors, and preferences of today's US financial advisors.
Webinar
60 mins

Register Now: Insights from Morningstar Investor Perspectives - Financial Advisors

On Oct. 27, join Joe Agostinelli and Thomas Aviles as they unpack their research on the attitudes, behaviors, and preferences of today's US financial advisors.
Discover key trends, leading providers, and emerging players in Morningstar’s Q3 2026 review of Europe’s rapidly growing Active ETF market.
Research

Europe Active ETF Trends

Discover key trends, leading providers, and emerging players in Morningstar’s Q3 2026 review of Europe’s rapidly growing Active ETF market.
Traditional asset managers continue to struggle compared to their alternative asset manager peers.
Blog
5 mins

Top Asset Management Trends in 2026

Traditional asset managers continue to struggle compared to their alternative asset manager peers.
Artificial intelligence has emerged as both a major opportunity and a potential threat for engineering and construction firms.
Blog
4 mins

How Will AI Affect Engineering and Construction Companies?

Artificial intelligence has emerged as both a major opportunity and a potential threat for engineering and construction firms.
Hear from Bryan Armour and Dan Culloton as they unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
Webinar
30 mins

Watch Now: The New Morningstar Medalist Rating Methodology for Semiliquid Funds

Hear from Bryan Armour and Dan Culloton as they unpack the new Morningstar Semiliquid Adjusted Cost Estimate, along with an updated scoring framework used to determine Medalist Ratings.
AI data center demand lifts gas and renewable power generation in the US. Explore Q3 2026 trends, pricing, and top equity picks.
Research
10 mins

US Renewable Energy Market: 2026 Q3

AI data center demand lifts gas and renewable power generation in the US. Explore Q3 2026 trends, pricing, and top equity picks.
How did long term-mutual funds and ETFs perform last month? Understand the short-term and long-term trends affecting equity funds, sector-equity funds, bond funds, and more. Download the report.
Research
20 mins

US Monthly Fund Flows Data for September 2026

How did long term-mutual funds and ETFs perform last month? Understand the short-term and long-term trends affecting equity funds, sector-equity funds, bond funds, and more. Download the report.
Hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.
Webinar
60 mins

Watch Now: Q4 2026 US Market Outlook

Hear from Chief US Market Strategist Dave Sekera and Chief US Economist Preston Caldwell on Morningstar's current market valuation and the latest economic and inflationary outlook.
Morningstar's US housing market report examines mortgage interest rates, borrowing costs, and house supply and demand to predict affordability trends in 2026.
Research

US Housing Market Updates: Q2 2026

Morningstar's US housing market report examines mortgage interest rates, borrowing costs, and house supply and demand to predict affordability trends in 2026.
US REIT sector composition, interest rate trends, and investment outlook—explore Morningstar's research on real estate investment trusts.
Research

US Traded REITs Landscape

US REIT sector composition, interest rate trends, and investment outlook—explore Morningstar's research on real estate investment trusts.
Morningstar explores the AI economy from the infrastructure layer up, examining the connections between computing hardware, data management, AI models, and software applications.
Video
5 mins

Are AI Stocks in a Bubble?

Morningstar explores the AI economy from the infrastructure layer up, examining the connections between computing hardware, data management, AI models, and software applications.

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