Morningstar

2016 Winner: Morningstar

Morningstar is the winner of the Technology - Thought Leadership category.

Company: Morningstar
Category: Technology - Thought Leadership
Initiative: Financial Services Observer, Oct. 2015 – The U.S. Dept. of Labor ‘s Fiduciary Rule for Advisors Could Reshape the Financial Sector

Based on Morningstar analysts’ proprietary estimates, this 53-page research report argues the Dept. of Labor’s conflict-of-interest rule will affect around $3 trillion of client assets and $19 billion of revenue at full-service wealth management firms.  Morningstar estimates the low-end of prohibited transaction revenue is $2.4 billion, using Morningstar Direct data. The report puts dollar figures behind illustrations of how discount brokerages, passive investments and robo-advisors will benefit from the rule, while some asset managers and insurance companies will be challenged. 

About the Company
Morningstar, Inc., a global provider of independent investment research, offers comprehensive products and services for financial advisors, including investment management. 

Morningstar is a finalist for: 

·  Morningstar® ByAllAccountsSM, our account aggregation service, introduced a web portal with a customizable dashboard that pulls together an investor’s accounts and updates them daily. 

·  Analyst Michael M. Wong delivered coverage of the fiduciary ruling with “Financial Services Observer: The U.S. Department of Labor's Fiduciary Rule for Advisors Could Reshape the Financial Sector.”
He
 continues to cover the ruling, which could affect $3 trillion of client assets. Download his latest paper. 

·  Morningstar Director of Manager Research Laura Pavlenko Lutton’s groundbreaking study, “Morningstar Research Report: Fund 
Managers by Gender,” shows that women
are scarce among United States fund managers. 
Download the paper.

 

For more information, please visit www.morningstar.com 

 

TRICIA ROTHSCHILD
Head of Global Advisor and Wealth
Management Solutions, Morningstar

 

 

 

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