Morningstar launches AI assistant for Direct Advisory Suite to help advisors streamline research and client proposals.

Morningstar today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform.

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 ...

Morningstar has introduced an AI assistant embedded in its flagship advisor platform, the Direct Advisory Suite. The firm says that the launch reflects a “transformation toward an AI-first advisor ...

With Morningstar Direct, I have access to consistent and up-to-date data on mutual funds, ETFs, and other investment products—all in one place. Lidia Loban, Ph.D., is an Associate Professor of Finance ...

Morningstar Direct Platform contributed $211.1 million to consolidated revenue and $15.1 million to consolidated revenue growth, with revenue increasing 7.7% compared to the prior-year period, or 6.0% ...