The evolving landscape of institutional investing continues to shift as global markets face complex economic realities, regulatory pressures, and structural transformations. Against this backdrop, Morningstar, a leading provider of independent investment research, has released the findings of its fifth annual Asset Owners Perspectives Survey. The comprehensive report offers an in-depth look at the shifting priorities, […]
The Securities and Exchange Commission (SEC) has signaled a shift in its regulatory oversight for the upcoming fiscal year, releasing its annual examination priority list with a clear mandate: scrutinize how registered investment advisers (RIAs) profit from client accounts and assess the industry’s readiness to combat cyber threats fueled by "super intelligence." The Division of […]