Wednesday, October 7, 2026The Morning EditionSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM M1 Brings AI Financial Advice to ClientsFP AI could take advisors back 3 decades. That's a good thingFP New data flips the script on winning rollover business4K Morningstar Rolls Out AI Platform for Investment ResearchIN RIAs riding active ETFs into international and emerging marketsIN Former Western Asset Management star bond manager fined $3 millionWM Merit Financial Snags 10th Commonwealth AdvisorWM Fidelity: $100M Custody Minimum to Impact a Few Hundred FirmsIN Morningstar rolls out agentic AI platform built on its researchIN Fed minutes reveal another hike likely before year end amid elevated inflation

News

Morningstar Rolls Out AI Platform for Investment Research

By Andy Stonehouse · 401k Specialist ·

Morningstar’s new Direct AI brings its own data and ratings into AI agents designed for product development, distribution and manager research

Summary as published by 401k Specialist
Read the full story at 401k Specialist →

Financial ADVSR links to reporting from across the industry. This story was reported by 401k Specialist. Financial ADVSR is not affiliated with 401k Specialist. Updated every 10 minutes.

The full wire →