Morningstar Investment Conference

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.

The fund research firm is moving closer to becoming a complete technology provider for advisors.

About 2,000 people descended upon Chicago this week for Morningstar's annual Investment Conference, including 1,000 advisors, to hear from some of the biggest names in the industry on the state of the economy, investing and the future. ...

Demand for income continues to rise, not only in the U.S. but globally, and there are a growing number of investors who are prepared to underwrite risk in order to get a higher rate of returns, said senior leaders at PIMCO...