Concentrated ownership debate has found a receptive audience among politicians.
There are some important differences that need to be ironed out between the House and Senate bills, but Morningstar's Aron Szapiro thinks it is likely to be done by the end of the year.
A provision in the Senate’s bill limits fund managers’ ability to use specific share identification, which could lead to higher distributions.
Morningstar's director of policy research, Aron Szapiro, gives his first take on the impact of the proposed tax bill.
Clean shares have the potential to benefit investors, but regulators have to get the details right.
In a comment letter to the SEC, Morningstar’s Aron Szapiro explores what changes the fiduciary rule has had on the asset management industry and what the SEC can do to help investors.
The rule has gone through several developments since President Trump took office, but we expect its fundamental principles to survive.
Americans need better access to retirement plans, help with drawdown phase.
As the secretary of labor confirms that the fiduciary rule will begin to phase in early next month, keep these key points in mind.
How an obscure proposal could help investors judge their 401(k)s.
The Department of Labor's new rules will go into effect later than planned, but the momentum toward offering holistic advice is inescapable, writes Morningstar's Aron Szapiro.
Budget-scoring rules could mean that tax reform is likely to include incentives or mandates toward post-tax contributions, writes Morningstar's Director of Policy Research Aron Szapiro.
Major reforms may be unlikely, but through appointments and executive actions the next administration can still have an impact on investors.
None of the proposals to expand retirement plan coverage is a perfect fit.
Savings vehicles for private-sector workers are better than nothing, but they aren't a substitute for employer plans.
Morningstar research reveals several retirement drawdown lessons that could help improve the U.S. system.
Tax refunds seem to reduce workers’ financial security by encouraging them to spend money rapidly instead of building their savings.
Pension plan participants are giving up their lifetime benefits to take lump sums. Why?