Morningstar Inc (MORN) News & Events

$211.760

+6.289 (+2.97%)At close

MORN News

7.510-21Newsfilter

PitchBook Integrates with Harvey to Enhance Legal Workflows

6.510-14Fool

Investment Comparison: Robinhood vs. Morningstar

6.510-13Fool

CME vs. Morningstar: Investment Comparison

5.010-12Fool

Investment Strategies Amid Market Volatility

7.510-10PRnewswire

Retail Investment Platforms Surge Past 41 Million Funded Accounts

3.510-07Newsfilter

Morningstar Launches New AI Platform for Investment Insights

8.510-06Newsfilter

Morningstar Wealth Partners with Envestnet to Launch Investment Series

6.510-05Newsfilter

Morningstar Study Reveals Advisor-AI Paradox

8.510-03Fool

Nuclear Energy Stocks Surge as AI Demand Fuels SMR Technology Growth

8.510-01CNBC

SEC Proposes New Access for Retail Investors to Private Markets

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MORN Events

10/7 09:30

Morningstar Launches New Morningstar Direct AI Software

Morningstar launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professionals to uncover insights, explore opportunities, and perform analysis that was previously fragmented across tools, dependent on institutional knowledge, or required considerable manual workarounds.

10/6 08:30

Morningstar Wealth Partners with Envestnet to Launch New Series

Morningstar announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet. Morningstar CEO Kunal Kapoor said: "The value of private-market exposure depends on how it fits within the whole portfolio. Morningstar Wealth brings independent research, disciplined allocation, and ongoing oversight to that decision. By pairing that investment approach with Envestnet's implementation capabilities, we're giving advisors a more practical way to manage public and private investments together."

9/30 08:00

Morningstar to Relocate Global HQ to Thompson Center and Invest $5M

Morningstar announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5M in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's economic vitality, workforce development, and long-term growth.

9/14 12:30

Anthropic Launches Claude for Financial Advisors Plugin

Anthropic said in a post: "Today we're releasing Claude for Financial Advisors, a suite of connectors and workflow skills designed to help with research, prep, and documentation tasks that occupy an advisor's time and keep them from client-facing work... The Claude for Financial Advisors plugin, which bundles advisor skills and connectors into a single install, works with BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks, and advisors choose which of these to connect during guided setup. Some partners also offer their own plugins: BlackRock is launching one for Advisor Center, joining existing plugins from S&P Global and LSEG... These join other connectors already available in Claude, including Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global, Morningstar, and more."

9/10 14:00

PitchBook Becomes Data Partner for ChatGPT for Financial Services

PitchBook, a private capital market intelligence platform and a business unit of Morningstar, announced it is now a data partner for ChatGPT for Financial Services. "ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra's reasoning to help teams develop research, financial models, and client materials in their firm's formats. Through PitchBook's expanded Essential dataset, teams using ChatGPT for Financial Services can access firmographic data on companies, investors, and funds directly within ChatGPT. The dataset brings trusted private capital market data into secure enterprise AI environments and enables users to interact with PitchBook intelligence directly within their preferred workspaces," the company stated.

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