Is the 4% rule too stingy for your retirement? Try spending 5%.

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...
Morningstar

Choosing Wisely: How Advisors Can Evaluate and Select a Third-Party Fiduciary Services Provider

Why an Appropriate Fiduciary Provider Matters for ... Why an Appropriate Fiduciary Provider Matters for Retirement Planning Five Questions Every Advisor Should Ask Choose an Appropriate Fiduciary ...
Morningstar

Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a ...
InvestmentNews

Semiliquid private funds show modest gains for retirement outcomes, Morningstar finds

A new Morningstar analysis suggests that adding semiliquid private market funds to defined-contribution retirement plans may offer incremental improvements to retirement outcomes, particularly for ...
Daily Herald

What you need to know about annuities

Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss basic information about annuities and their pros and cons is Christine Benz, ...
planadviser.com

Product & Service Launches – 9/18/25

Mutual of America and Morningstar collaborate on managed IRAs; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone ETFs; and more. Mutual of America Financial Group ...