ETFs on Track to Outnumber Mutual Funds Early Next Year
As conversions, clones and share classes offer more ETF options, advisors are ditching mutual funds.
| Ticker |
MORN
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| CIK | 0001289419 |
| SIC | 6282 |
| Sector | Finance, Insurance, And Real Estate |
| Industry Category | Trading |
| Industry Group | Security And Commodity Brokers, Dealers, Exchanges & Services |
| Address | 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602 |
| Website | morningstar.com |
| Phone | (312) 696-6000 |
| CEO | Kunal Kapoor |
| Employees | 12,200 |
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Standardized FinancialsdocsIntrinio provides professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards. Below is a preview of several data points from each financial statement, as well as a sample of our many calculated metrics: |
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Latest NewsdocsIntrinio provides up-to-date news articles on every US company from various sources. Here are several examples: |
ETFs on Track to Outnumber Mutual Funds Early Next YearAs conversions, clones and share classes offer more ETF options, advisors are ditching mutual funds. $10,000 a Month at 67 for a Single Retiree Who Still Rents: What Will It Really Look Like?Earning $10,000 a month sounds like retirement comfort, but a single renter at 67 faces a slow-moving financial squeeze where the biggest bill never gets paid off and keeps growing every year. Retail Trading Platforms Post Record Quarters as Investor Apps MultiplyWall Street Investor News Commentary - Four publicly listed retail investing platforms now report more than 41 million funded accounts between them, and two of them reported record quarters this summer. The pattern is the same across all of them: more people are managing their own money from a phone, and the platforms competing for them are adding research, data and AI tools alongside the trade button. Active Companies from around the markets include: Robinhood Markets, Inc. (NASDAQ: HOOD), Webu Mall Values Up 13%, Yet $8.7B in Loans Sit in Special ServicingMall values rose 13% in a year, but Morningstar counts $8.7B of mall CMBS loans in special servicing as weaker centers struggle. Morningstar (MORN) Stock Is Up, What You Need To KnowShares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after the company launched Morningstar Direct AI, an agentic software platform built to help investment professionals perform analysis and answer high-value questions. According to a company press release, Morningstar Direct AI is live for users worldwide and adds a browser-based interface plus three purpose-built agents.A product-development agent helps asset managers judge category demand and laun |