Morningstar Investment Conference

The financial services company has provided attendees an Oculus headset and related programming, an ambitious step.

The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.

Customized advice is crucial to better investor outcomes, the CEO told our retirement columnist Mark Miller. And as it has with investment management, Vanguard is looking to lower the cost of that advice, either through PAS or, possibly, letting...

Emmanuel Roman said benchmarking the money manager against others is a mistake. Falling behind on technology and new entrants into the markets are what worry him most.

Morningstar panelists agreed that improvements for customers aren’t evident yet.

BlackRock’s CEO is bullish on active management and the need for financial advisors.

Most questionnaires advisors use to measure their clients aversion to loss are close to “useless” and don’t take into account a client’s biggest risk: Their own behavior.