Morningstar Introduces AI Assistant Built into the Advisor Workflow
CHICAGO, March 09, 2026--Morningstar today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform.
| 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: |
Morningstar Introduces AI Assistant Built into the Advisor WorkflowCHICAGO, March 09, 2026--Morningstar today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform. Morningstar Launches AI Assistant for Flagship PlatformThe investment research giant rolls out artificial intelligence technology to help financial professionals streamline client work and research tasks. Morningstar Contributes Nearly $5 Million to University of Illinois Gies College of Business to Bring Real-World Investing Closer to the ClassroomCHICAGO, March 05, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced a multiyear, nearly $5 million strategic collaboration with the University of Illinois’ Gies College of Business that brings real-world investing directly into the classroom and strengthens the Midwest’s future finance talent pipeline. The collaboration includes an in-kind contribution from Morningstar that provides students with professional grade access to Morningstar Direct, AI Megadeals and Capital Concentration Define 2025 for Female Founders Across US and EuropeSEATTLE, March 05, 2026--PitchBook, the leading private capital market intelligence provider, today released its 2025 US and European editions of the All In: Female Founders in the VC Ecosystem reports, offering a comprehensive analysis of venture capital (VC) activity for companies with at least one female founder. Together, the findings reveal a venture market defined by capital concentration, rising valuations for scaled companies, and an outsized influence from artificial intelligence (AI). Morningstar Expands ESG Data And Retirement Platforms With New LeadershipMorningstar Sustainalytics released a comprehensive ESG Data Survey, highlighting how investors and institutions are using ESG information in decision-making and regulatory reporting. Morningstar appointed Scott Brown as President, Direct Platform, adding leadership focused on data platforms and AI across its ecosystem. Morningstar Retirement launched Foundation Series CITs through a new alliance with leading asset managers, widening access to institutional-style offerings for retirement... |